Secure File Upload

To ensure your information remains confidential, we provide a secure upload portal for all client documents. Please use the link below to safely transmit your files directly to our team.

Upload Your Files

File Naming Instructions

 

Before uploading, please name your files using this format:
[Institution]-[DocumentType]-[Date of Document]

Examples:

  • ChaseBank-Statement-Jan2026
  • Paystub-03152026
  • TaxReturn-2025

How to Name Your File:

  • Separate each part of the file name with a hyphen.
  • Include the institution name (e.g., bank or employer) as applicable.
  • Use a clear document type (e.g., Statement, Paystub, Tax Return).
  • Use the date shown on the document (e.g., statement month and year or tax year)
  • Do not include your name or today's date. Our system will add your name and the upload date to the file name after you submit.

 

Click the button below to securely upload your documents. After uploading, you'll be prompted to enter your name. Your files will be processed automatically.

 

Secure Upload Portal

Need immediate help?

If you need immediate assistance or have questions in the meantime, feel free to give us a call at 561.625.0900 or send us an email at [email protected].