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Enrolled Agents • Tax Professionals
 Call us at: 925-265-4421
iPhone/iPad (iOS 11) document scanning
  • Position the document in view. 
  • Click the round button when ready to scan. 
  • Press "Keep scan" if image is acceptable or "Retake" if necessary. 
  • For additional pages, repeat steps. 
  • When done, press "Save."
For your security, we recommend uploading through the CLIENT PORTAL
  • You will need to save your document on your phone, iCloud or folder sharing apps (e.g. Google Drive or One Drive) in order to upload.

You may text or email your document, however, those will not be secure. 
  • E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. 
  • G3 Consultants does not accept liability for any errors as a result of these transactions.
2190 Meridian Park Blvd Suite A
Concord, CA 94520
Phone: 925-265-4421 
Fax: 1-888-955-1199
1. Access your "Notes" app.
2. Click the "Create New Note" icon.
3. Click the "Add" button.
4. Click "Scan Documents."
5. Start scanning.
6. Save your documents and upload through Client Portal, text or email.
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