Upload

Secure Document Upload

Use our encrypted portal to send tax documents safely—no email attachments.

Quick steps

  1. Tap Open Secure Upload Portal (guest upload or sign in).
  2. Upload PDFs or clear photos (see tips).
  3. Tap Submit—you’ll get a confirmation email.

What to upload

  • ID: Driver’s license or state ID (front & back)
  • Income: W-2, 1099-NEC/INT/DIV/MISC, 1099-B, K-1 (if any)
  • Deductions: 1098-T/E/I, mortgage interest, property tax, daycare, charity
  • Health: 1095-A (Marketplace) if applicable
  • Prior year return: PDF (if you’re new)
  • Self-employed: income/expense summary (QBO export or spreadsheet)
  • Rentals: income & expenses, mortgage interest, insurance, taxes

File tips

  • Best format: PDF (combine pages). Clear JPG/PNG photos are OK.
  • Photos: flat surface, good light, fill the frame, no shadows/fingers.
  • Multi-page: scan to a single PDF (iPhone Notes / Google Drive / Adobe Scan).
Jones_Sally_2024_W2.pdf
Smith_Jordan_2024_1099-NEC.pdf
Johnson_2024_1098_Mortgage.pdf

Guest upload or sign in?

  • Guest Upload: fastest—no account. Enter name & email, upload, submit.
  • Sign In: if already invited. Use Forgot username/password if needed.

FAQ

  • Is the portal secure? Yes—encrypted transfer & storage. Don’t email sensitive data.
  • File too big? Split large PDFs/photos or upload items separately.
  • Can’t log in? Use “Forgot” links or send via Guest Upload.
  • After upload? We review and confirm next steps. Most returns move in a few business days once docs are complete.

Troubleshooting

  • Portal won’t load? Try Chrome/Safari or disable VPN.
  • No confirmation email? Check Spam/Junk; search “SecureFilePro”.
  • Still stuck? Email tax@grftax.com or call (813) 815-1040.

Security: For your privacy, please don’t email SSNs or full returns—use the portal.