Secure Upload

File Exchange

Securely upload and exchange documents with EverydayCPA.

How to Send Us Your Tax Documents

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

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

Copy/move/scan your docs to the folder

New clients: request a doc upload link. Returning clients: log in to portal.

Setup your account in the portal

Upload all docs from your tax folder

Setup a Zoom meet and we'll walk you through the process.