Secure document upload
We work 100% remotely, so this is the safe way to get your documents to us – no email attachments, no office visits.
Send us your documents safely
Upload your tax and bookkeeping documents straight into our secure client folder. It's safer than email and takes about a minute.
Upload documents securelyOpens our secure Dropbox upload page in a new tab. No Dropbox account needed.
Individual tax returns
- Photo ID (first time only)
- Income statements, if not in myGov
- Work expense receipts and logbooks
- Private health insurance statement
- Donation receipts
- Last year's notice of assessment
Rentals & investments
- Rental agent's annual statement
- Loan interest statements
- Depreciation schedule
- Repairs, rates, insurance and strata
- Share buy and sell contracts
- Dividend and crypto records
Businesses & trusts
- Bank and credit card statements
- Sales and expense records
- Payroll and super reports
- Asset purchases and loan documents
- Last year's financial statements
- Trust distribution details
Name your files with your name and what they are, for example Jane Citizen – rental statement 2025-26.pdf. You can upload several files at once, and photos from your phone are fine.
How to upload
Click upload
Press the upload button – our secure Dropbox page opens in a new tab.
Add your name
Enter your name and email so we know the files are yours.
Choose files
Drag and drop or pick files from your computer or phone. Several at once is fine.
We confirm
We'll let you know they've arrived and ask if anything is missing.
Secure upload: your questions answered
Is it secure?
Yes. Files are sent over an encrypted connection straight into our private Dropbox client folder. Uploaders can't see the folder or anyone else's files.
Do I need a Dropbox account?
No. Anyone can upload using the link – you just add your name and email.
What files can I send?
PDFs, photos, spreadsheets, Word documents and most other file types. Clear phone photos of receipts are fine.
Can I send documents that show my tax file number?
Yes – the secure upload is the right place for documents containing your TFN or other personal details. Please don't email them or type them into website forms.
Not a client yet?
Book a free 30-minute consultation and we'll tell you exactly what we need from you.