One of the easiest ways to keep your tax return moving smoothly is to upload documents to MGA as soon as you receive them, and the good news is, you can do this directly from your phone in just a few taps.
Whether you receive a tax document in the mail, by email, or from another provider, you don’t need to wait until everything is collected. You can upload documents to your MGA client portal in real time, straight from your phone’s camera or photo library.
In this quick tutorial, we’ll show you:
Please note that this walkthrough demonstrates the process using an iPhone. If you’re using an Android device, the steps are very similar, and you’ll be able to access the MGA client portal and upload documents in much the same way.
On your phone’s web browser (such as Safari or Chrome), navigate to: app.mgallp.com.
This is the direct link to the MGA client portal login page. Once you’re there, log in using your usual credentials.
To make uploading documents even easier, we recommend saving the portal so it’s always one tap away.
Option 1: Add to Bookmarks
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This creates an icon on your phone that functions like an app. Tapping it will take you directly to the MGA portal login page — no searching, no typing the web address.
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Once logged in, you’ll be able to select the entity you want to work in.
If you have access to multiple entities — such as a business, trust, or individual account — simply choose the one you’re uploading documents for.
From there, navigate to your Document Request List, where you’ll see the items we’re requesting from you.
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When you’re ready to upload:
If you received a tax document via email and have it saved in your files, choose to upload a file. If you received a tax document in the mail, you can take a picture of the document on the spot and upload it immediately — no scanner, no computer, no waiting.
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As you scroll through your Document Request List, you may notice that some sections are marked incomplete and the system won’t allow you to “submit” the entire list yet.
That’s okay, and this part is important.
Even if your full Document Request List isn’t complete, every document you upload is sent to our team immediately.
This means:
We strongly encourage you to upload documents as you receive them, rather than waiting to collect everything first.
Friendly reminder that MGA operates on a first-in, first-out workflow.
The sooner we receive your documents:
Uploading documents as they arrive — especially from your phone — helps avoid last-minute stress and keeps everything moving efficiently.
By saving the MGA portal to your phone and uploading documents right away, you can eliminate paperwork pileups, avoid forgetting documents later, and handle tax tasks in minutes instead of hours.
Snap a photo, upload it, and move on with your day.
We have an incredible team here who is happy to help you with any questions that may come up. Please don’t hesitate to reach out to us with any questions, via email or phone.
As always, we are here to make the complex simple.