Individuals & families
Guided preparation for wage income, dependents, education, homeownership, retirement, and other common tax situations.
Secure portal. Personal preparation.
Tax preparation without the document chase.
Share your documents through the QuickDocs secure client portal, stay connected from your phone, and let QuickDocs prepare your return.
Your tax documents are never uploaded to this public website.
Request accessNew or returning client
Documents go to the secure portalNot through this website
Mobile readyUse your phone, tablet, or computer
One guided processFrom document collection to e-signature
Human supportWork directly with your QuickDocs preparer
How it works
Four clear steps. One secure handoff.
QuickDocs manages your preparation through its secure client portal for documents, messages, status updates, and signatures.
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01
Request access
Tell us your name, email, and phone number. We will match returning clients to their existing QuickDocs client record.
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02
Open your invitation
We send your personal portal invitation directly by email or text. Follow that link to activate or reopen access.
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03
Upload securely
Send W-2s, 1099s, IDs, and other tax records only through the secure portal—never through ordinary email.
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04
Review and file
Your QuickDocs preparer completes the return, contacts you with questions, and guides you through review and e-signature.
Tax preparation
Practical support for the return you need to file.
Self-employed & 1099
Preparation for independent contractors, gig workers, sole proprietors, and clients who track business income and expenses.
Small businesses
Organized document collection and return preparation for eligible small-business entities and their owners.
Not sure where your situation fits? Call 1-877-346-3740 before sending documents.
Before you upload
Gather the documents that match your situation.
Use this list as a starting point. Your preparer may request other records after reviewing your file.
Protect your informationDo not email Social Security numbers, IDs, or tax documents. Upload them only after opening your personal portal invitation.
Personal information
- Government-issued photo ID for each taxpayer
- Social Security or ITIN information for household members
- Bank routing and account information for direct deposit
- Last year's federal and state returns, if available
Income records
- W-2 wage statements
- 1099 forms for contract work, interest, dividends, retirement, or other income
- K-1 forms and business income summaries
- Unemployment or Social Security benefit statements
Credits and deductions
- Childcare provider details and payment totals
- Education forms such as 1098-T
- Mortgage interest, property tax, and charitable contribution records
- Health Insurance Marketplace Form 1095-A, if applicable
Self-employment or business
- Year-to-date income and expense summary
- Business mileage and vehicle records
- Asset purchases, inventory, payroll, and contractor records
- Estimated tax payments made during the year
Founder
Messanvi Amenounve
QuickDocs Tax App
About QuickDocs
Technology should make tax preparation easier—not less personal.
QuickDocs Tax App was founded by Messanvi Amenounve to give individuals and small businesses a straightforward way to collect documents, communicate with a preparer, and move through tax season with fewer delays.
The public QuickDocs website helps you start and stay informed. Sensitive tax information belongs in the separate QuickDocs secure client portal, where it connects to the preparation workflow.
Contact QuickDocsSecure access request
Start here. We’ll send the portal to you.
Complete this short request with contact information only. A QuickDocs team member will match or create your secure client record and send your personal invitation.
- 1No Social Security number required here
- 2No tax documents accepted here
- 3Returning clients keep their existing record
Request your personal portal invitation.
Choose the new-client or returning-client path. Prepare a contact-only email and send it from your email app.
I’m a new clientContact
Questions before you begin?
Call or email QuickDocs for help with access, document questions, or the next step in your return.