Secure Upload

Best option: use a Google Drive Upload Folder link so clients don’t email sensitive documents. Paste your Upload Folder link in this file.

Client checklist (required)

Check these before uploading to reduce delays.


Step 1 (You): Google Drive → create folder → File request → copy link.
Step 2 (You): Replace the link below (search for https://drive.google.com/drive/folders/1PoqP_c4hpIEYdcQaxXMGmItN4eXjZ-Xo?usp=drive_link).

Complete the checklist first
If you prefer email, you can send documents to billym@sdcmultiservices.com, but secure upload is recommended.

Optional: Quick Intake Form (Netlify Forms)

This is for intake/questions — not for SSNs.

Privacy: Please don’t type SSNs or full bank account numbers into this form.
Hosted on Netlify → submissions appear in Netlify Forms.