Client document submission
Document Upload
For privacy, document submissions are arranged individually after we confirm the type of administrative assistance you need.
How to submit your documents
- Contact us first. Tell us what service you need, without including passport numbers, Social Security numbers, medical information, or document attachments.
- Receive an individual upload link. If your request is within our available services and an appropriate upload method has been confirmed, we will send you a Dropbox File Request link intended for your submission.
- Upload only the requested files. Follow the instructions in the link. We will confirm receipt separately.
Prefer to call? (508) 851-9327
Important privacy notice
Do not email or enter sensitive personal information into our general contact form. A Dropbox File Request link is a file transfer method, not an authenticated client portal or a guarantee of compliance with every privacy law. We may need to use a different process or decline certain document types until appropriate safeguards are in place.
Never send passwords, verification codes, or account login credentials. Read our Privacy Policy.