There are two primary ways to get tax data into the system:
Direct Upload: Select "Add a Document" and upload a tax package (Federal and State) directly from your desktop.
Request from Client: Select Request Tax Documents. You can enter the client's email and pre-select the required forms (e.g., Form 1040 and State Returns). The client will receive a secure, one-way link to upload their documents directly into their private Vault, eliminating the need for email attachments.