Secure Document Upload
Upload your tax documents safely through our encrypted Verifyle portal.
Please do not email, text, or message tax documents.
Upload documents through the secure portal only.
You will get an instant upload confirmation.
We will review your files and follow up if anything is missing.
Common formats: PDF, JPG, PNG.
Verifyle Compliance & Security Standards
We use Verifyle for secure document transfer as email carries significant security risks.
- Encrypted transfer through Verifyle
- Designed for sensitive tax documents
- Access restricted to our ANB team members
- Safer than standard email attachments
Verifyle Compliance & Security Standards
Per Verifyle’s published compliance statement.
Note: Verifyle states it supports IRS Publication 1345 security/privacy standards for document handling; it is not an IRS e-file submission service.
What to Upload
If you’re unsure, upload what you have—we’ll tell you what’s missing.
- W-2 Forms
- 1099 Forms (NEC, MISC, INT, DIV, B, etc.)
- 1098 Forms (Mortgage Interest)
- Brokerage Statements (1099-B)
- Crypto Transaction Summaries
- K-1 Forms (S-Corps)
- Prior Year Tax Return (New Clients Only)
- Profit & Loss Statement (P&L)
- Balance Sheet
- 1099s Issued to Contractors
- Payroll Summaries (W-3/W-2s)
- Sales Tax Reports
- QuickBooks File Access or Export
- Bank Statements (All Months)
- Credit Card Statements
- Merchant Statements (Stripe, Square, PayPal)
- Loan Statements
- QBO Accountant Access Invite
What Happens Next
Upload Received
Visual confirmation instantly. You’ll see an on-screen confirmation after upload.
We Review Documents
Our team checks for completeness.
Missing Items Request
We'll email if we need more info.
Preparation Begins
Your tax return enters our queue.