How it works
Done in three easy steps
Tap upload
Our secure upload page opens straight away. There's nothing to sign up for.
Add your name
Pop in your full name and email so we can match your files to you.
Upload & relax
Choose your files and hit upload. We'll email you once we've got everything.
New clients
What to send us
Engagement letter
The signed copy of the letter we emailed you.
Photo ID
Driver's licence (front and back) or passport.
Last tax return
Or your notice of assessment, if you have it.
Anything else
Whatever we've asked for in our email to you.
Your privacy, taken seriously
Please don't send your tax file number, ID or bank details by ordinary email. This page is the safer way.
Once your documents arrive, we move them into our secure client records and remove them from the upload service. We handle your information in line with the Privacy Act 1988 and our obligations as a registered agent.