For clients
Sending us your documents
Once we are working together, we will need records such as bank statements, receipts and invoices. This page explains how to share them securely.
How it works
- We tell you exactly which documents we need.
- We send you a secure upload link.
- We confirm when we have everything, or tell you what is missing.
Please do not send documents by email or WhatsApp
Email and messaging apps are not suitable for bank statements, identity documents, payslips or tax letters. If you are unsure how to send something, ask us first.
Questions about what to send? Message us on WhatsApp, without attaching any documents.
Ask a question on WhatsApp(opens in a new tab)