How it works

1. 1

   Run a preliminary screen

   Answer a few questions to identify potential blockers — free and not a legal eligibility decision.

2. 2

   Start your document review

   Choose Essential, Standard, or Plus. The tax-inclusive total payable is shown before you order.

3. 3

   Upload your documents

   Securely upload the documents from your checklist.

4. 4

   We review your documents

   We go through everything and flag anything that may need fixing.

5. 5

   Get your result

   A clear summary of files with no listed issues, items needing attention, and next steps.

Your files are kept for the review and scheduled for deletion after the configured retention window shown in your case.