Skip to content
crank
Start free trial
← Back to help center

Client Uploads

Client guide: upload files through secure document drop-off

How clients upload general documents outside a specific request.

What secure drop-off is for

Secure document drop-off lets you upload files for your accountant or bookkeeper even when the files are not tied to a specific request item.

Upload files

  1. Open the secure drop-off link from your email.
  2. Choose a Document type.
  3. Add an optional note if you want to explain the upload.
  4. Drag files into the upload area or click to browse.
  5. Select Upload securely.

Document types

The drop-off page includes these document types: Tax documents, Bank statements, Payroll, Receipts, Bookkeeping documents, and Other.

Allowed files

The drop-off page accepts PDF, images, Word, Excel, CSV, and ZIP files up to 20 MB each. You can upload up to 10 files at once.

After upload

CrankHQ shows a confirmation that your files were uploaded securely. You can upload more files from the same page if needed while your access session is still valid.