Secure document exchange
Document Portal
Use the secure links we send you to upload tax records, sign documents, or download a copy of your return.
Documents and signatures
Upload tax documents
Open the secure upload link we sent you and attach the records or identification we requested.
Sign a document
Open your signature request to review and sign the document.
Download your return
Open the secure link in your return delivery email to save a copy for your records. If the link expires, contact us for help.
New to DragonForge?
Visit Get Started for information about working with DragonForge and how to contact us.
Protect your information
Keep passwords and verification codes private.
If you receive an unexpected request for documents or account information, contact DragonForge Financial to verify it.