How to send a secure document upload link to your client

Last updated: September 30, 2026

Tax returns contain some of the most sensitive personal and financial information your clients have. Rather than asking clients to send documents over email, Worthy lets you send a secure portal link so clients can upload directly, without ever needing to log in.

For a new client

  1. From your client list, click Add New

  2. Click Send Portal Link

  3. Enter the client's name

  4. Click Create & Get Link

  5. Copy the link and send it to your client — from this link, they can upload tax documents without logging in

Note: The link is valid for 7 days.

For an existing client

  1. Click on the client you want

  2. Click Documents

  3. Click Send Portal Link

  4. Set the link expiry to your preference (unlike new client links, you can customize the expiration time)

  5. Click Generate Link

  6. Copy the link and send it to your client

If you run into any issues, reach out at hello@withworthy.com.