Tax Exchange

The LUCA Tax Team has made an important update to our secure document transfer process. Learn how to use our new secure document exchange below.

*Prior year files are available in our retired client portal until June 30, 2024
Steps to use LUCA's SafeSend Exchange

1. Click on the button to go to the SafeSend Exchange website.

2. In the appropriate boxes, enter your credentials.

3. Enter a subject and, when necessary, write a message.
It's always helpful to list your tax manager or primary tax team contact.

4. Attach any and all relevant files by uploading from your computer.
You can attach and send multiple documents.

5. Click "Send" to complete the file exchange.