File Exchange

How to Send Us Your Tax Documents

Exchanging documents and files with EverydayCPA safely and securely is important. Watch this video to understand how this process works.

Click here to upload files: https://portal.everydaycpa.com/

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Best practice is to send confidential documents to your EverydayCPA tax professional through this secure portal. 3 Simple Steps:

Step 1: Create a tax folder on your computer. ECPA/202x (year).

Step 2: Copy/move/scan your docs to folder.

Step 3: Click link received from EverydayCPA, subject UPLOAD TAX DOCS.

Step 4: Setup account in portal

Step 5: Upload all docs in tax folder.

Email: taxsupport@everydaycpa.com if you have problems.

  • Setup a zoom meet if you get stuck!
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  • Email: Kelly@everydaycpa.com
  • Phone: 816-841-4290

Client Testimonials

"A satisfied customer is the best strategy of all."

~Michael LeBoeuf

5 Star Experience

"Kelly and the EverydayCPA team have helped not only us and our business, but also our financial advisor clients. Kelly's Spanish-speaking skills are weak, but the tax, accounting and business advice expertise is STRONG!! Kelly, if you read this...please hire a Spanish-speaker so I can send more of my Hispanic clients to you for help."

Azucena V., Financial Advisor

5 Star Experience

"These guys are great! I had some past taxes that were haunting me, and that got removed in literally 3 months. Amazing! Then they helped me get connected with a good banker to get funding for my business... I will attend sessions related to minimizing future tax balances."

John J., Contractor/House Flipper

5 Star Experience

"This program is terrific. I had tax penalties from my S Corp and unpaid taxes from my 1040. And, I had financial struggles during COVID! Not only did this team get my tax balances removed, but they helped me get SBA funding to keep me rolling. I love this team!"

John B., Owner/Operator Truck Driver