No portal account needed. Submit documents, complete your organizer, and sign forms using secure tools you already know.
We keep it simple — no special software to install, no new account to create. Use whichever path fits your situation.
For all clients — W-2s, 1099s, receipts, prior year returns
Upload your tax documents securely through our secure online Form. Files go directly and privately to our secure Drive — no email attachment needed. Works on any phone, tablet, or computer.
Accepted formats: PDF, JPG, PNG, Excel. No account required to submit.
📤 Upload Documents SecurelyWorks for all clients · No Google account required
For returning clients — answer questions & submit data before we prepare your return
Your personalized tax organizer is sent via Intuit Link each January. It walks you through your income, deductions, and life changes for the year — and lets you upload supporting documents directly in the same flow.
Check your email in January for your organizer invitation from rmcvey@badgerfoxtax.com. You can also click below to access it directly.
Returning clients: Bookmark the link below for easy access. Log in with the email address on file with our office — if your to-do list is empty, you may be logged into a different email.
New clients: Wait for your personal invitation email from rmcvey@badgerfoxtax.com before logging in — a generic login won't show your organizer until you've accepted the invitation first.
📋 Log In to Tax OrganizerReturning clients only · Must use invited email address · Free Intuit account required
When your return is ready — e-sign Form 8879 and engagement letters
Once your return is prepared and reviewed, we'll send your Form 8879 (e-file authorization) and engagement letter via DocuSign. You'll receive an email — sign from your phone, tablet, or computer in under 2 minutes.
You do not need a DocuSign account to sign. Simply click the link in your email.
✍️ How to Sign via DocuSignAll clients · No DocuSign account required
If your business uses QuickBooks Online, you can also exchange documents and respond to requests directly through the My Accountant tab inside your QBO account. We'll send document requests from our QuickBooks Online Accountant dashboard — you'll see them appear there automatically.
Applies to: S-Corp, LLC, and partnership clients with active QBO subscriptions.
Returning clients receive a personal Intuit Link invitation email — click Accept in that email to activate your organizer for the year. New clients: we'll send your first invitation after your intake consultation. You must accept the invitation before the Log In button above will show your to-do list.
As your W-2s, 1099s, and other documents arrive in the mail or email, upload them through the secure Google Form above. Don't wait until you have everything — send them as they come in.
Once we have everything we need, we prepare your return. If anything is missing or unclear, we'll reach out by email or phone. Typical turnaround: 5–10 business days after receiving all documents.
You'll receive your completed return for review along with a DocuSign request for Form 8879 (e-file authorization). Review carefully, then e-sign from any device. No printing required.
Once signed, we file your return electronically. You'll receive IRS confirmation of acceptance (typically within 24–48 hours). Your completed return is emailed to you as a PDF for your records.
Your tax documents contain your most sensitive personal data. We take that seriously at every step.
All Google Form file uploads are encrypted in transit (HTTPS/TLS) and stored in a private, access-controlled Google Drive folder — not publicly accessible.
We maintain a Written Information Security Plan (WISP) as required by IRS Publication 4557. Your data handling is documented and compliant.
DocuSign e-signatures meet IRS e-file requirements, the ESIGN Act, and UETA. Every signature includes a digital audit trail.
Source documents are retained for 7 years and then securely deleted. You receive a copy of your completed return at filing.
Ross holds the CISSP — the gold standard in information security. Your tax data is handled by someone who knows what secure actually means.
Please do not email tax documents as attachments. Unencrypted email is not secure for SSNs, W-2s, and financial records. Use the upload form above.
Have a question not answered here?
Contact UsNew clients: schedule a free consultation. Returning clients: upload your documents above.