Secure document exchange
A private upload method will be provided when the engagement requires documents. Never send Social Security numbers, banking credentials, or account passwords by email.
Client preparation center
This preview explains what clients can expect after an accepted proposal and verified deposit. Do not submit sensitive documents through email or the public website.
Preparation checklist
A private upload method will be provided when the engagement requires documents. Never send Social Security numbers, banking credentials, or account passwords by email.
The engagement kickoff identifies the primary contact, expected response times, milestone updates, and how scope changes are handled.