How To Securely Send a Document to Nakowicz Financial
We use an extrodinary system for sending, receiving, and managing files for our clients. Not only is it easy to use for both our clients and us, it is also an extremely secure way to send financial documents.
#1. Prepare Your Documents and Save Them To Your Computer
If your documents are currently in paper format, you may need a scanner to prepare your documents in digital format if there is many pages. If it is a small document such as an IRS notice, a high resolution photo may suffice.
#2. Visit Our SecureFilePro Portal
SecureFilePro is where we receive and manage your documents. It can be accessed via the button at the end of this page.
#3. Sign in or Send as Guest & Upload Files
If you are a current client, you may have already been provided or have created a login on our system. If you are a new client and this is your first time dealing with us, you may use the Guest Upload function of SecureFilePro. Just be sure to use the same name for the account that you may have provided to us in the upload form so we may find your documents easily.