Client Document Portal
Securely Upload Your Tax Documents
If you have completed your tax intake and any required agreements, use the secure upload area below to provide the documents requested for preparing your return.
Before Uploading
Please make sure:
- Your documents are clear and readable.
- All pages are included in your upload.
- You upload the documents requested by your tax preparer.
- You do not submit unnecessary duplicate files.
- You verify your contact information before submitting.
[INSERT GHL DOCUMENT UPLOAD FORM HERE]
This area is designated for your GoHighLevel Document Upload Form embed. Taxpayers will securely transmit W-2s, 1099s, ID copies, and disclosures here.
If you are unsure which documents are required, please contact CJ Tax Eastside Two before submitting your files.
