Secure Document Submission Portal
Use our secure document “drop-off” portal to conveniently upload files. Available to tax, financial services, and corporate clients, the portal can be accessed and used multiple times whenever documents need to be submitted. Access the portal here.
To help ensure efficient processing, please leave the documents going to Allie Hernandez. As our document coordinator, she will organize incoming files and ensure they are directed to the appropriate project.
When You Need Help
Get assistance with the upload process. Click here for instructions and support with uploading documents through the portal.