When dropping off documents is not feasible, kindly refer to the upload instructions below.

We always appreciate it when clients drop off or mail their tax documents to us. If you’re not able to do so, please follow the below guidelines to securely upload your documents to us. We will be notified as soon as you do so.

Please avoid sending pictures of documents unless it is just one or two. Pictures are hard to print.

Consider using an app or the scan feature on your phone.  Instructions are below.

How to Scan a Document Using the Files App on an iPhone

1. Open the Files app.

2. Go to the folder where you want the scan saved (iCloud Drive or On My iPhone).

3. Tap the three dots (…) in the top-right corner.

4. Select Scan Documents.

5. Scan the page (it will auto-scan, or you can tap the shutter button).

6. Tap Keep Scan if it looks correct.

7. Tap Save to create a PDF in that folder.

8. To share it, open the PDF and tap the Share icon.

How to Scan a Document on an Android Phone

1. Open the Google Drive app.

2. Tap the plus (+) button at the bottom right.

3. Select Scan.

4. Capture the document.

5. Tap Save and choose where to store the file.

6. To share it, open the file in Drive and tap the Share icon.

Note: Some Android phones (like Samsung) also have a built-in Scan option directly in the Camera app.

For assistance with uploading your documents, please feel free to call our office or email us at info@matoneyfinancial.com.

Thank you. We look forward to speaking with you soon!