Brown & AssociateTax · Accounting

Secure Client Portal

Send us your documents — safely.

Upload your tax documents directly to your preparer through our encrypted portal. No email attachments, no risk — your files go straight to our secure system.

Encrypted transfer Up to 50MB per file IRS-level security

Your information

Tell us who you are so we can match your documents to your file.

Drag & drop files here, or click to browse

PDF, JPG, PNG, DOC, XLS, ZIP — up to 50MB each, max 10 files

Your documents are transmitted over an encrypted connection and stored securely. We never share your information.

What to send

  • W-2s and 1099s
  • Photo ID & Social Security cards
  • Last year's tax return
  • Receipts & deduction records
  • Business profit & loss statements
  • IRS or state correspondence
View full checklist

Prefer to talk?

Call us and we'll walk you through sending your documents.

(478) 305-9437Book an appointment

What happens next?

  1. 1We confirm receipt of your documents within one business day.
  2. 2Your preparer reviews your file and reaches out to schedule your appointment.
  3. 3We complete your return and contact you to review before filing.

Your privacy is protected

We follow IRS data security standards. Your documents are encrypted in transit and at rest, accessible only to your authorized preparer.