Send me your documents securely
Once we start working together, I’ll email you a personal link to your own secure portal. You upload your documents there, straight from your phone or computer. There’s no need to email them.
Use the personal link in my email to get straight to your own portal.
Three simple steps
Open your link
I’ll email you a personal link. Tap it to open your own portal. It’s just for you.
Add your documents
Take a photo of each document with your phone camera, or upload files you already have saved.
I’ll take it from there
I’ll check everything you send and let you know if I need anything else.
Documents I usually ask for
- Payslips – your most recent ones
- Bank statements – your most recent ones
- Photo ID – a passport or driving licence
- Proof of address – such as a recent utility or council tax bill
Every case is a little different, so I’ll tell you exactly what I need and how many months to send.
Tips for clear photos
- Lay the document flat in good light
- Make sure all four corners are in the photo
- Include every page, not just the first
- Check the words are easy to read before you send
It works on phones, tablets and computers, so use whatever is easiest for you.
Please don’t email your documents
Email isn’t designed for private paperwork. Messages can be forwarded, sent to the wrong address by mistake, or sit in inboxes for years.
Your portal keeps your documents in one secure place, just for you, and they come straight to me. If you’ve already emailed something, that’s fine. Just upload it to your portal as well and delete the email.
Need a hand?
Can’t find your link, or something isn’t working? Get in touch and I’ll sort it out. Monday to Friday, 9am to 7pm.