Secure upload
Send tax documents safely.
W-2s, 1099s, notices and bank statements go through this page, encrypted from your phone to our files. Please never send them by email.
- Works from a phone camera
- A text confirms what arrived
Why this page exists
How does Tallybrook protect my documents?
A tax preparer holds some of the most sensitive records a business can hold. Federal rules require every preparer to keep a written information security plan, and ours starts with the simplest rule in it: tax documents do not travel by email.
- Files are encrypted on the way to us and while stored
- Every upload is checked for malware before anyone opens it
- Staff sign in with a password and a code from their phone
- Only your preparer and reviewer can open your files, and every view is logged
- Upload links expire after seven days and work for one client only
- A written security plan, required of tax preparers by federal rules, reviewed every January
How it works
Four steps from your phone to our files.
The whole thing takes about three minutes.
Open the link
We text you a link that is tied to your client file and expires in seven days.
Add your files
Choose PDFs or photograph each page. You can add more later.
Get a text
Within a minute, a text lists the file names we received.
We take it from there
Your preparer is notified, and only your preparer and reviewer can open the files.
Checklist
What should I send?
The common documents, by situation. We send a list that fits you after the first call.
| If you have | Send | Arrives by |
|---|---|---|
| A job | Form W-2 from each employer | Early February |
| Freelance or contract income | Forms 1099-NEC and 1099-K, plus your own income and expense totals | Early February |
| Investments | Forms 1099-INT, 1099-DIV and 1099-B | Mid February to March |
| A home | Form 1098 for mortgage interest, and your property tax bill | Early February |
| A share of a business | Schedule K-1 | March, sometimes later |
| A letter from the IRS, Pennsylvania or the city | Every page of the letter, the day it arrives | Any time |
Questions people ask
Sending documents, answered.
What happens to a file after you send it.
Why should I not email my tax documents?
A W-2 or a 1099 carries your name, address, Social Security number and income, which is everything a thief needs to file a false return in your name. Ordinary email is not encrypted from end to end, and copies stay in sent folders and inboxes for years.
What kinds of files can I send?
PDFs and photos. A clear phone photo of each page works. The live upload page accepts files up to 25 MB each.
How do I know my documents arrived?
You get a text within a minute listing the file names we received. If no text comes, nothing was received, and you can try again.
Who can see my documents?
The preparer and the reviewer assigned to your return, and nobody else on staff. Every time a file is opened, the system records who opened it and when.
How long do you keep my records?
Seven years after the return is filed, then they are deleted. You can ask for a copy or for early deletion at any time.
Start here
Tell us what you need.
A few details and a real accountant calls you back within one business day. The first call is free and takes about twenty minutes.
(215) 555-0137Old City, Philadelphia. Monday to Friday, 9 AM to 5:30 PM. Saturday mornings from February through April 15.