SHARING DOCUMENTS
Share your records safely.
We’ll show you where to send them.
After we agree to work together, SevenX will send the secure document-sharing instructions for your engagement. If you have not received them—or cannot find them—contact us before sending tax records.
NEED THE SECURE INSTRUCTIONS?
Ask us before sending your records.
There is no public upload form or sign-in link on this website. We provide the appropriate secure sharing method after confirming the work. Send a general message and we’ll help you find the instructions connected to your engagement.
What can go in a first message?
- A general description of what you need help with
- An approaching deadline
- A note that you need the secure sharing instructions again
Leave tax returns, identification documents, Social Security numbers and bank details out of the message.
01
Start with the request
Use the document request for your engagement as your guide. A general checklist can help you get organized, but you do not need to send every item on it.
02
Note what is missing
Keep a short list of anything you are still waiting for. Let us know when you expect it, especially when a filing or payment deadline is approaching.
03
Use the agreed method
Upload private records only through the sharing method provided for your engagement. If a link or request looks unfamiliar, call the number on this website before using it.
04
Keep track of what you sent
Keep your original records and note what you uploaded. Save the completed returns, confirmations and other final documents you receive from us.
Keep sensitive details out of general messages.
Do not send Social Security numbers, bank information, tax returns, identity documents, passwords or PINs through the website contact form, text message or general email. Use the secure process provided for your engagement.
Need help with a document request?
Tell us which request or instruction you need help with. Keep your message general—we’ll explain the secure next step.