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Green Sweater

Secure Document Upload

Please use the form below to securely upload the documents requested for your upcoming appointment. All files are encrypted and handled with confidentiality.

Instructions
What to Upload:

  • PDF copies of your monthly bank statements

  • Include all business bank accounts and credit cards

  • Recommended: at least 3–6 months of statements for initial review

Accepted File Types:

  • PDF, JPG, PNG, or ZIP (if sending multiple files)

Maximum File Size:

  • Up to 25MB per upload

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