Share Your Documents Securely with LMN Tax
No email attachments. No fax. LMN Tax uses Verifyle Gold, a bank-grade secure portal, to send and receive client documents safely. Upload files anytime, from anywhere.
Two Ways to Access the Portal
First time sharing documents? Use the Secure File Drop. Existing client with a Verifyle account? Log in directly.
Drop files directly to LMN Tax without creating an account. Upload W-2s, 1099s, statements, and any other documents securely. Nausheen will receive them immediately.
Go to Secure File Drop Existing clients Client LoginIf you have an existing Verifyle account linked to LMN Tax, log in here to view shared documents, upload files, and access your secure client folder.
Go to Client LoginQuestions about the portal? Call (571) 326-7900 or send a message.
How the Secure Portal Works
Getting your documents to LMN Tax is simple and takes a few minutes.
Gather your documents
Collect the tax documents you need to share: W-2s, 1099s, prior-year returns, business records, or anything else relevant to your situation. Scanned copies or photos are fine for initial sharing.
Upload to the Secure File Drop
Go to verifyle.com/@lmntax and upload your files. No account required. Files go directly and securely to Nausheen's Verifyle inbox. You can upload multiple files at once.
LMN Tax receives your files
Nausheen receives an immediate notification. If anything is missing or unclear, she will follow up directly to let you know.
Completed documents shared back securely
When your return or documents are ready, LMN Tax will share them back through the portal. No sensitive information sent over unencrypted email.
Documents You May Need to Upload
This depends on your specific situation. When in doubt, upload it and Nausheen will sort through what applies.
Income
- W-2 forms from employers
- 1099-NEC (freelance / contractor income)
- 1099-MISC (other income)
- 1099-K (payment platform income)
- 1099-INT / 1099-DIV (interest and dividends)
- Social Security statements (SSA-1099)
- K-1 forms (partnerships, S corps)
Business Records
- Profit and loss summary or records
- Business bank statements
- Payroll records and summaries
- Mileage logs
- Equipment purchase receipts
- LLC formation documents
- Prior-year business returns
Deductions and Credits
- Mortgage interest statements (1098)
- Property tax records
- Charitable donation receipts
- Child care provider info
- Education expense records (1098-T)
- Medical expense receipts
- Home office information
Real Estate and Investments
- 1099-B (brokerage sales)
- Rental income and expense records
- Property purchase and sale closing docs
- Depreciation schedules from prior years
- Multi-state property records
IRS and Prior Returns
- IRS notices or letters received
- Prior-year tax returns (federal and state)
- Payment confirmations made to IRS
- Installment agreement documents
Identity
- Social Security numbers (yours and dependents)
- Driver's license or state ID (when requested)
- ITIN documentation if applicable
- Date of birth for all filers and dependents
Your Documents Are Secure
LMN Tax uses Verifyle Gold, a purpose-built secure file sharing platform designed for tax professionals and their clients.
Documents are encrypted in transit and at rest. No one outside your authorized connection can access your files.
Email is not secure for sensitive tax documents. The portal keeps your Social Security number, financial data, and records protected.
Upload from your phone, tablet, or computer. Verifyle works in any browser. No app required to use the Secure File Drop.
LMN Tax uses the Verifyle Gold tier, which provides the highest level of document security and portal features available on the platform.
Portal FAQ
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Do I need to create an account to send documents?
No. The Secure File Drop at verifyle.com/@lmntax lets you upload documents directly to LMN Tax without creating any account. If you work with LMN Tax regularly, Nausheen may set up a shared folder for you, which would require a free Verifyle account.
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Can I just email my documents instead?
We ask that you use the portal for any sensitive documents, including W-2s, Social Security numbers, financial statements, and tax returns. Email is not encrypted and is not appropriate for this type of information. The portal takes only a few minutes and is much safer.
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What file types can I upload?
Verifyle accepts PDFs, JPEGs, PNGs, and most common document formats. If you have a large folder of documents, you can upload them individually or compress them into a ZIP file. When in doubt, scan or photograph each document as a PDF and upload one at a time.
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How do I know my files were received?
Verifyle confirms delivery and Nausheen receives an immediate notification. If you don't hear back within one business day, call (571) 326-7900 or send a message through the contact page to confirm everything arrived.
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I have documents from multiple years. Should I upload all of them?
Yes, if you think they're relevant. Prior-year returns, amended returns, IRS correspondence, and past W-2s or 1099s can all help establish context. Label each document by year when possible so nothing gets confused.
Ready to Send Your Documents?
Use the Secure File Drop to upload your documents now. No account needed. If you have questions first, call or send a message and Nausheen will respond directly.
10432 Balls Ford Rd, Suite 300, Manassas, VA 20109 · Mon–Fri 11–6 · In-person by appointment