top of page

Upload and Download documents securely with Dropbox

Upon request, we can create a secure folder for you to upload your documents

For new clients: Please include a file with birthdays and SSN information for everyone

Submit Dropbox Request

Your request has been received!​Once we create your folder, an email will be sent containing a link that will allow you to upload your documents.

Once all of your documents are uploaded, please include an empty file named "all files uploaded" so we know that everything is there.


bottom of page