How can I give you my documents?


Many clients scan/email materials (statements, registers, ..) to us. Others send hard copy materials to us via USPS, FexEx, UPS, messenger, etc. Others use secure file storage to allow us access to materials online. We haven’t had an Amazon Robot or drone delivery yet but I’m sure that’s not far off. But I tell clients “whatever’s easier for them” works for us.

Start typing and press Enter to search