How to provide your financial documents

There are several ways for you to securely share your documents.  Please do not email your documents as that is not secure.

Option 1- Grant “view-only” online access to your bank 
Each bank handles online access differently, and not all offer accountant or guest logins, so please contact your bank for additional information.

Option 2- Upload files through the client portal
You can submit your bank statements and other documents in PDF format through the client portal.  Click here and bookmark the page for future reference.  You can also download the mobile app for the client portal to access from your phone or tablet.