Upload client documents

Choose who owns the files and the exact case before sending anything. A receipt means the file was received; scanning and tax review follow separately.

Checking Staff access and upload policy…

Start a new dropoff

How are these files arranged?

Choose or create one client and case, then select their folder.

Confirm the client and case

Choose a folder above. File and folder names are hints only; they do not establish identity or tax year.

No client selected.

Create a client without Portal sign-in

This creates a Staff client record. It does not create a verified Portal identity or send an invitation.

Client details stay in this tab until you create the record. They are not saved as a draft.

Create a case for the selected client

Unknown year or scope remains a Staff confirmation task. Do not guess from the folder name.

Case details stay in this tab until you create the case. They are not saved as a draft.

No case selected.

Record verified tax facts and service scope when available

The exact client and case are required for file ownership. Detailed tax facts may be completed later as Staff tasks. Do not guess from file or folder names.

Only included files with a confirmed client and case are sent. Excluded or held files stay on this computer. Server receipts appear below; scanning and review are separate.

Continue saved work

Batch receipts are saved on the server. Local files must be chosen again after this tab closes.

Saved batch list has not been checked in this tab.

Staff guide and recovery help
  1. Step 1: choose the actual client and case for one-client work, or choose multi-client mode and an optional known default.
  2. Step 2: choose a folder or ordinary files and review every exclusion. You can go back without losing the selection.
  3. Step 3: confirm every file group's client and case, then use Confirm and upload. The same batch and item IDs are reused if a response is lost.
  4. Check saved receipts before retrying unfinished files; a receipt is separate from scanning and review.
  5. Open the case workbench for missing items and current next actions. A Tax Ready Packet or Drake preparation remains subject to its own checks.

If the browser was closed, reselect the original folder. Matching uses the fixed relative path, size and file hash. A different file with the same name cannot silently replace a saved item. Unsupported, empty, oversized and unreadable files need a supported export or Staff review.

No customer invitation, email, tax acceptance, signature or filing is triggered by a dropoff.