Which documents do I need to send you?

For bookkeeping clients, we need access to your bank feeds (we help set this up) and copies of any invoices not captured by the bank feed (cash payments, foreign transactions).

For tax filing, we need your annual financial summary (which we prepare if you are a bookkeeping client), any additional income statements, and deductible expense receipts.

You can upload documents through our client portal or forward them by email to [email protected].