Whenever you want to shared sensitive information or documents of any kind, consider using your Shared Docs feature instead of exposing your sensitive information to the risk of email hacks.
Your Shared Docs is found under the Account and Settings drop-down menu.
From there, you can upload documents or find ones that your service team shared with you. This is also where you can find historic documents for future reference like your Engagement Letter.
For your protection, your service team will typically encrypt any documents with sensitive information like SSNs, bank credentials, and tax return numbers. Please see your dedicated account manager for your unique password.
Please note the following limitations:
- 100 MB maximum file size
- Maximum of 10 documents uploaded at a time