Paperwork

Start with your Paperwork Path. Modules on the path will guide you step-by-step to link your accounts, add important policies and provide helpful personaliz...

You can upload documents by selecting the ‘+’ on the bottom navigation bar of the app. You can also email documents from your phone or computer directly to ...

Yes. Through our integration with a secure and established service provider, Plaid, you can quickly and securely sync all your financial accounts with Paper...

Not only is connecting your accounts secure and easy, it eliminates the need for you to manually upload your bank statements. You’ll always have up-to-date ...