EverydayCPA
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Secure Upload

File Exchange

Securely upload and exchange documents with EverydayCPA.

Secure intake status

Secure document upload is being finalized

Online submission is temporarily unavailable while final security and delivery checks are completed. No files can be submitted from this page right now.

Existing portal users may use the optional client portal below. If you do not use the portal, contact EverydayCPA for a secure delivery option.

Already use the client portal?

Existing portal users can continue to exchange documents through the client portal. The portal is optional for this secure intake.

Online accounting and document exchange

While secure upload is unavailable

1

Secure document upload remains unavailable during final release validation.

2

Existing portal users may use the optional client portal below.

3

Contact EverydayCPA if you need help choosing a secure delivery method.

Need help? Email jared@everydaycpa.com

Need Help Getting Started?

Setup a Zoom meet and we’ll walk you through the process.

Schedule a Meeting