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Your Data is Secure

All documents are encrypted with AES-256 encryption (same standard used by banks) and stored securely with SOC 2 Type 2 compliance. Your information is protected with enterprise-grade security.

Required Documents

Upload your required documents below. All documents are required to proceed.

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Signed Engagement Letter*

Please sign and upload the engagement letter that was sent to you via email

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Tax ID (EIN)*

Employer Identification Number for your business

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Tax ID (SSN)*

Social Security Number (if sole proprietor)

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Bank Statement*

Most recent bank statement

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Business License*

Current business license or registration

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