Secure Upload
Send documents securely.
A protected doorway for clients of Dansby CFO+. Sensitive financial, tax, and practice records should never be sent by regular email.
Secure Document Exchange
How to send us your documents.
Dansby CFO+ uses Encyro, a secure document-exchange service, to receive client files. Your upload travels over an encrypted HTTPS connection directly to Encyro and is delivered to the firm inside Encyro’s protected environment. This website never receives, stores, or processes your files.
Open Secure Upload (opens in a new tab)
The secure upload page opens in a new browser tab at Encyro. You do not need an Encyro account to send files.
Please note
Uploading a document does not by itself create a client engagement. Engagements begin only with a signed agreement. If you are not yet a client and are exploring whether Dansby CFO+ is the right fit, please start a conversation first rather than sending records.
Why This Matters
Email is not a safe place for financial records.
Ordinary email attachments can be intercepted, forwarded, or retained indefinitely. The secure exchange keeps tax documents, statements, payroll files, and practice records out of inboxes. If you cannot use the secure upload, call 850.912.9130 and we will arrange another protected method — please do not email sensitive documents.