Secure Document Upload

Send us your documents, safely.

Use this page to share financial documents with us over an encrypted connection. Please don't email sensitive files, this is the safe way to get them to us.

Your files are encrypted in transit and delivered straight to CRUX's private, access-controlled dashboard, never to email. We'll confirm once everything is received.

    Typical documents we collect

    • Prior year tax return
    • Profit & loss
    • Balance sheet
    • Bank statements
    • Chart of accounts
    • Payroll reports
    • Sales tax reports
    • Operating agreement

    Trouble uploading? Call 801-310-4837 and we'll find another safe way.

    Back to the Partner Portal