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SECURE FILE UPLOAD
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Use this form for Basepoint Wealth documents only. If you are uploading documents for tax preparation by Basepoint Tax & Accounting, please click here to be redirected to the tax & accounting secure file site.
1
Provide your info
Provide your name and contact information so the recipient knows who sent the file(s).
2
Select your recipient
Select a recipient. This is who will be notified that you've uploaded a file. If unsure, contact your advisor for instructions.
3
Attach your file(s)
Drag your file(s) into the box, or click "Browse files" to select file(s) from your computer.
4
Upload
Click "Upload" to submit your files. You'll receive a confirmation message on-screen when complete.
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