How to send us documents
Tax documents go one place only: our secure client portal. Here's how to get in.
1. Watch for your invitation
Portal access is by invitation from Zero Diff Labs. Once we agree to work together, we'll send you an email invitation to our secure client portal.
2. Activate your account
Open the invitation email and follow its link to activate your account and set your password.
3. Turn on 2-step sign-in
When you set up your account, turn on two-step verification (2-step sign-in). It adds a code on top of your password, so your documents stay protected even if a password leaks.
4. Upload through the portal only
Sign in to the portal and upload your documents there. That's the only place we accept them.
Never email Social Security numbers, tax documents, or bank details, and never send them through this website's forms. Upload them only through the secure client portal.
No invitation yet?
New to Zero Diff Labs? Book a discovery call first. Already a client and can't find your invitation? Send us a message (no sensitive details, please) and we'll resend it.