SECURE DOCUMENT DELIVERY

Send documents through the right secure channel.

Use the client portal for ongoing work or the secure file-transfer service for a one-off upload. Please do not email tax records, financial statements or sensitive identifiers.

01

EXISTING CLIENTS

TaxDome Client Portal

Use your existing Newbery International account to exchange documents within the client workspace.

  • Best for active engagements
  • Documents stay with the client record
  • Access prior uploads and requests
Open Client Portal opens in a new tab
02

ONE-OFF TRANSFER

Secure File Upload

Use the existing Newbery International file-transfer service when you have been asked to send a document outside the client portal.

  • Opens the secure upload service
  • No website attachment form
  • Suitable for an individual transfer
Send a File opens in a new tab

BEFORE YOU UPLOAD

Protect sensitive information.

Confirm that the file is intended for Newbery International, choose the appropriate service above and follow the prompts shown by that secure provider.

1Choose the client portal or one-off upload.

2Sign in or follow the secure transfer prompts.

3Contact us if you are unsure which channel to use.

NEED HELP?

Ask before sending confidential records.

Contact Us720-272-3909