Client Portal
Upload Additional Documents
Add documents to a previously submitted tax case for a specific tax year.
Your documents are stored in private, authenticated storage and are visible only to you and authorized Biz Pro Advisory Group staff. Please do not email sensitive documents — upload them here.
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Find your tax case
Enter the tax year and either your case reference number or the last four digits of your Social Security number. We'll match it to your existing submission.
Matches the Client Key on file (last four of your SSN or EIN).
Enter either your case reference or SSN/EIN last four — you don't need both.