This is our way for you to send us information safely and securely. We can accept all types of documents. It will upload directly to us and then notify us that there is a document ready for review. A lot of clients that we work remotely with have found this a very useful tool. We can also send files such as a tax return back to you via this platform. Use the link below to do this.
Any potential client or existing client may use it. If you are a new client, be sure to download the New Client Info Sheet in the next section and upload it with the rest of your documents.