Secure service for entrepreneurs
Secure tax return turn-in for AmPac review
Sign in and upload documents for AmPac review. You choose where files are stored.
Connect your business workspaceThis is not an anonymous upload. Signing in protects your privacy and ensures your documents reach the right AmPac review path.
Your document path
Upload, check missing files, then choose the next step.
| Example file | Type | Size | Status |
|---|---|---|---|
| 2024_Tax_Return_Business.pdf | Tax return | 2.4 MB | Queued |
| 2024_Profit_Loss.pdf | P&L | 1.1 MB | Queued |
| Debt_Schedule.xlsx | Debt schedule | 312 KB | Queued |
How secure turn-in works
A simple process designed for owners and managed by AmPac.
Sign in
Use your Entrepreneur Ecosystem account before any document is accepted.
Upload package
Add tax returns, financials, and supporting documents. Confirm business, year, and consent.
Choose storage
Use Secure EE Vault now, or connect one outside folder later.
Storage setup
Connect one company folder
Use EE Vault now. Add Microsoft 365 or Google Workspace only when needed.
Storage checklist
Use one selected folder when you connect outside storage.
- Secure EE VaultUpload now. No outside folder needed.
- Microsoft 365Use one selected SharePoint or OneDrive folder.
- Google WorkspaceUse one selected Drive folder.
- Run one test packageUpload a non-sensitive test PDF before sending real files.
Document workspace
Upload tax returns and financial documents, track package status, and use ECO to prepare cleanly.
Upload your tax package
Sign in required
Secure turn-in uses your account, not an anonymous form.
Package checklist and status
Readiness steps before AmPac review.
- Tax returns1 file
- Profit and loss1 file
- Debt schedule1 file
- Bank statementsOptional
- Consent confirmedRequired
- Package storedOwner completed turn-in
- ECO PRO can queue reviewReview starts only from paid handoff
- In reviewStaff review pending
- Review completeNext steps sent
ECO PRO queues AmPac review when selected.
EE Vault works now. Connect outside storage only when needed.
Ask ECO
Preparation help, not tax or legal advice.
What should I prepare before review?
- Complete tax returns for the latest two to three years if available.
- Recent profit and loss statement.
- Debt schedule with balances and payments.
- Recent business bank statements.
- Notes on funding amount, use, and timeline.
Your document packages
Package summaries show review status. Sensitive files stay in secure storage.
| Package ID | Service path | Documents | Review status | Request status | Storage |
|---|---|---|---|---|---|
Sign in and submit a package to see status here. | |||||
AmPac management model
Public upload becomes a staff-managed package with clear review status.
Service lanes
Document packages can support multiple EE service paths.
Ops package detail
Staff queue view for CRM and customer workspace handoff.
| Package | Owner | Lane | CRM / Workspace | Next action |
|---|---|---|---|---|
| PKG-2026-0615-0004 | James Carter | Capital Readiness | ECO PRO queued Folder needed | Review package |
| PKG-2026-0614-0007 | Maria Gonzales | Secure Documents | Review complete Folder connected | Mark reviewed |
| PKG-2026-0612-0008 | Marcus Hill | Business Broker | Needs more information | Request info |
ECO triage summary: Package is a good candidate for AmPac review once missing items are received. ECO provides preparation guidance only and does not provide tax, legal, or financial advice.