Tax File Dropoff

Drop off your tax files and let us do the rest!

Begin Secure File Upload

Once your files are dropped off, what’s next?

  1. You’re in excellent hands! Our tax experts will review each return using TaxExact proprietary technology.
  2. We’ll verify every total that is proven correct, and we’ll add review notes for any total where a discrepancy is identified.
  3. When we’re finished, we’ll assign the return back to you via TaxExact.
  4. You’ll have the ability to log in an complete your final review of the return without even logging in to your tax software. The TaxExact summary screen and detail screens will give you everything you need to complete your final review.

Questions? Email us at or notify in the Activity feed of your TaxExact project – and we’ll be there to help!