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Getting Started with the Guest File Exchange (Preferred)

Guest File Exchange is a secure way to transmit important tax-related documents to and from your preparer. If you have all of your documents ready, follow the steps below to navigate.

Uploading/Sending Files to Tax Time

We will contact you to let you know that we received your files!


Downloading/Receiving Files from Tax Time



For more information, please see the Tax Time Client Portal FAQ.