Embedded Files
You can securely upload your financial and tax records, bank statements, receipts or any other documents that you would like to share with our firm
You can securely upload your financial and tax records, bank statements, receipts or any other documents that you would like to share with our firm
If you would like to upload multiple files, once you get a confirmation that the file was successfully uploaded after pressing the 'Securely Upload' button, you can choose another file and click the 'Upload File' button again without having to re-enter the patient information. You can repeat that for each of your files as needed
Alternatively, you may consider combining them into one compressed file (e.g., a Zip file) prior to uploading
For instructions on how to do that on a Windows PC, click here
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