Secure Document Transfer

Send Files

Securely share documents with your FJ & Associates advisor — tax documents, bank statements, payroll records, and any other financial files.

  • Tax documents (W-2s, 1099s, prior year returns)
  • Bank and credit card statements
  • Payroll reports
  • Business financial statements
  • Receipts and expense records

Our secure file portal is being set up. In the meantime, please email your documents to admin@cpaone.net or call 801-927-1337.

Prefer to email? Send documents to admin@cpaone.net — though our secure portal is recommended for sensitive documents.

Questions? Call us at 801-927-1337.