Secure Client Uploads
Send the documents. Skip ordinary email.
Use the firm's dedicated Secure Client Uploads form for tax records, notices, financial statements and other documents you need the team to review.
Document workflow
Use the secure upload form for sensitive records.
Keep confidential documents out of ordinary email and send them through the firm's dedicated upload workflow instead.
- Tax returns and supporting documents
- IRS or state notices
- Financial statements and accounting records
- Transaction or entity documents requested by the team
Upload Documents
Secure Client Uploads
Use the form below to send requested documents to the firm.
Your files are submitted directly through the firm's Zoho Secure Client Uploads workflow.
Have a question?
Use Client Support for account-specific questions or context that should accompany the upload.
Client Support →Need a meeting?
Choose a time if the documents are part of a larger tax, accounting or strategy conversation.
Schedule with Bette →New client?
Start with the main contact page so the team can determine the right next step.
Contact the Firm →