Document Sharing Policy

We do not accept your sensitive documents through non-secured email. Please do not attach any documents in your email. Instead, we offer several ways for you to provide your tax documents to us safely — listed in order of our preference.

Fintacs Client Portal

The fastest and most secure way of sharing your documents with us. Once you log into your account, you can upload and organize documents in the appropriate folder by tax year.

Prefer something like email attachments?

Although convenient, email is not a secure way to share private financial documents. Instead, use our upload tool to securely share your data with us — no login required, just attach files as you would in an email.

General Upload

Fax your documents

If you have access to a fax machine, please fax all your tax documents and updated information to our fax number.

Fax: 888-235-5350

Important Update: Transition to 100% Remote Document Handling (Effective 2026)

Beginning with the 2026 tax year, Etax will operate as a fully remote and virtual firm. As part of this transition, physical drop-off, pickup, and mailing of tax documents are no longer accepted.

We do not accept original or paper tax documents in any form.
Any physical documents mailed, dropped off, or otherwise delivered to our office will not be reviewed, processed, scanned, or returned.
Etax assumes no responsibility or liability for any physical documents submitted outside of the client portal.
All tax returns will be delivered electronically at no additional cost.