Upload Documents

Use this secure portal to upload your documents. Files are encrypted in transit and only accessible to authorized staff.

Secure document upload portal

What you can upload

You can upload PDFs or photos of: IDs, W-2/1099 forms, bank statements, business documents, and any supporting paperwork we request.

How it works

  • Fill out your name and email.
  • Select your files and upload.
  • We’ll confirm receipt within 1 business day.

Upload your files


Need help?

If you have issues uploading, contact us and we’ll help you right away.

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