As we at SSF are sheltering in place and working remotely, please continue to send us your documents electronically. We are here to address any questions or concerns you may have.    

Method of Delivery

We have several ways for you to safely and securely send us your documents. In order of preference, here are the preferred methods of delivery:

For Our Individual Tax Clients


We’ve teamed up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with our tax professionals.

Your TaxCaddy account benefits include:

    • Uploading electronic documents
    • Taking secured photos of paper documents using the photo-scan feature
    • Retrieving 1099s, 1098s and W-2s automatically
    • Receiving and signing tax returns electronically

If you have not previously been invited to join TaxCaddy, please reach out for an invitation to

For instruction and tax caddy guides, please refer to Tax Caddy Knowledgebase articles.

For All Our Clients

Box Collaboration Solution

We’ve teamed up with as well to provide you with a portal to share electronic documents securely.

If you are an individual tax client and currently don’t have a free box account, please use this link to create one

If you have not previously been invited to join Box, please contact our team at for an invitation.

For instruction and Box guides, please refer to Box Support – Box Basics.  


We are also able to receive your documents via fax at any one of the following numbers.  

Pleasanton:   925-271-8715

Fresno:           559-437-0711

Morgan Hill:  408-776-0500

San Jose:        408-286-5385

San Mateo:    650-358-9015

Keep in mind that faxing is an unsecured method to transmit your materials.

Document Formats

TaxCaddy and Box will accept the following document formats:

    • PDF
    • JPEG (Box)
    • Word
    • Excel

Technology to Use

The following technologies facilitate the integration of the data into the various software platforms that we use.  Normally we would ask our clients to scan the documents and send them to us. However, we know that many of you are also working from your home and may not have access to scanners.  If you are experiencing technical difficulties, please contact us, and we will do our best to assist you.

    • Document scanner, Multifunction Printer/Scanner
    • Smart Phone Scanner App
    •         Box Capture (Apple IOS)
    •         Genius Scan
    • Smart Phone Camera App

If you have any problems with the above options to share your documents, please do not hesitate to contact us and we can guide you through the process.  Please email or reach out to an SSF team member directly.