Red River TaxVirtual Bookkeeping, Tax and Accounting Book a Consultation

Private · Organized · Simple

Securely send your financial documents.

Use the protected Microsoft SharePoint portal to share tax, bookkeeping, and accounting files with Red River Tax.

Open Secure Upload

The portal opens in a new tab. You can return and upload additional files later.

What to send

Upload what you have. We will guide the rest.

01

Income documents

W-2s, 1099s, K-1s, brokerage statements, rental reports, and business income summaries.

02

Expense and account records

Bookkeeping reports, business expenses, mortgage interest, property taxes, and relevant statements.

03

Prior-year information

Prior tax returns, depreciation schedules, notices, carryforward details, and entity documents.

Ready when you are.

Please avoid emailing sensitive tax documents directly.

Upload Documents