Secure Document Upload Request

To protect your information, please complete the short form below. After submitting the form, you will receive a secure link by email where you can upload your documents directly to our secure file server.

Please do not include Social Security numbers, tax identification numbers, or other sensitive information in this form. Those documents should only be uploaded through the secure upload link you will receive after submission.

First name

Last name

Your secure upload link will be sent to this email address.

Phone

Optional, but helpful if we need to contact you regarding your documents.

What type of service do you need assistance with?

Business Name (if applicable)

Are you currently a client of JR Shelton?

I confirm that the information I am providing is accurate and that I am requesting a secure upload link for the purpose of sharing documents with JR Shelton Bookkeeping & Consulting Services, LLC.

All documents uploaded through our secure file server are encrypted in transit and stored securely. If you have any questions about the upload process, please contact our office.