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Sign in with your firm account — the same sign-in as ClearPrep.

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Prepare documents

Upload your taxpayer folders as a ZIP. Download the prepared documents and taxpayer mapping when processing finishes.

Processing is not available yet. Taxpayer mapping must be configured before you can upload documents.

Where should the prepared files go? Stage in the firm's MinIO — one bucket per taxpayer, ready for ClearPrep; you download a receipt. Prepare in the firm's own folder — the same layout in the mounted folder; you download a copy as a ZIP.

Drop your ZIP hereor click to choose a file One ZIP containing taxpayer folders, organised by tax year. Maximum 256 MiB.

Download prepared ZIP

Prepared downloads are temporary. Save a copy before they expire.