Client inquiry handling. Open the run
Customer Service Agent wants to send email
Why it needs you: Every outgoing email needs approval
Agent confidence: 86%
Assigned to: Tom Whitaker
Tojared@foxandfield.com
SubjectRe: Where do I upload my W-2s?
Hi Jared, Thanks for reaching out. You can upload your W-2s through the client portal under Documents, then 2026 Tax Year. If you'd rather email them, send them to documents@northgateadvisory.com and we'll file them for you. We'll confirm once we've received everything. Best, The Northgate client team