Secure Client Document Upload

First Name

Last Name

Phone *

Email *

File Upload *

⚠️ Secure Document Upload Notice:

By submitting your documents through this form, you acknowledge and consent to the secure handling of your information. Files are temporarily stored in our CRM and are immediately transferred to a secure, encrypted storage system. Access is restricted to authorized personnel only.

You may upload all documents needed for your account, including sensitive financial information (such as SSNs, tax returns, and account numbers).

Please ensure file names are professional and identifiable (e.g., “JohnDoe_Tax2025.pdf”) but avoid including full SSNs or account numbers in the file name.