Sign In To BlueRidge

Use your secure portal to upload Tax, Accounting, and Audit documents and sign filing authorization forms for BlueRidgeAdvisoryPLLC.

Encrypted Document Intake Account-Based Access Website And App Ready

Continue With Google Continue With Apple / iCloud

Upload Documents Securely Send Beta Feedback

Document Center

Step 1: Upload Documents

Start here. Add the main records first, then BlueRidge will guide signatures and payment if they are needed.

What To Upload First

W-2, 1099, K-1, or income records
ID, notices, or state letters
Social Security Number (SSN) documents if requested
Bank routing and account information if needed
Business or rental records if applicable

Use the notes box only for anything unusual. You can submit more documents later if needed.

Full Name Email Mobile Phone Tax Year Or Period Type Of Return (Optional) Filing Or Business State Service Needed

Choose Files Or Drag Them Here Accepted: PDF, JPG, PNG, DOCX, XLSX, TXT. Maximum 20 files, 25 MB each.

Notes For The Office

Signature Center

2. Review And Sign Before Filing

Open the unsigned return package or authorization PDF, review the filing information, then sign securely before BlueRidge files or completes a refund-transfer review.

Review Return

Open and review the unsigned return or authorization PDF before submitting your signature.

Type your full legal name

Draw signature

Payment Center

3. Payment And Fee Options

Use Step 3 for direct payment or to ask BlueRidge whether fee-from-refund review is still needed. If BlueRidge already sent an EPS Financial package in Step 2, finish reviewing and signing there first.

Direct Payment

Best for clients who want to pay directly by card, digital wallet, or bank transfer before the return is filed.

Pay Apple PayChecking

Card Debit / CreditChecking

GooglePay Google PayChecking

ACH Bank TransferChecking

afterpay Pay Over TimeChecking

EPS Financial Review

Fee From Refund Review

Use this only when BlueRidge has not already sent an EPS Financial signing package. If the EPS package is waiting in Step 2, complete that review and signature instead of submitting another request.

Unsigned return reviewed Provider eligibility checked Client consent required

Tax Year Jurisdiction

Review Notes

Payment options are not finalized until BlueRidge reviews the engagement, return type, state requirements, provider eligibility, and required client disclosures.

Document Vault

4. Retain Tax Records By Year

Request retained records by year. BlueRidge will match the request to your client profile, entity, and return type already on file.

Yearly Client Records

Choose the tax year and record you need. Final return copies delivered by BlueRidge will stay organized here by year.

Records Year

Need account help or notice suspicious activity? Call 888-277-4798.