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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.

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

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Thanks!

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