Step 1
Upload documents
Start by adding the documents you already have. Once the import looks right, move forward.
Upload Intake
Add your source documents
Upload up to 12 CSV or PDF files at a time. Each file can be up to 15 MB. As soon as you choose files, the parser runs and the session updates in place.
- Use exchange exports, broker forms, and wallet CSVs you already received.
- Accepted files are used to build your wallet review and draft calculations.
- Rejected files stay visible here so you can fix gaps before continuing.
0
Accepted documents
0
Wallet or address clues