How To Securely Send a Document to
Smith & Nakowicz Financial

We use an extraordinary system to send, receive, and manage files for our clients. Not only is it easy to use for both our clients and us, it is also an extremely secure way to send financial documents.

#1. Prepare Your Documents and Save Them To Your Computer

If your documents are currently in paper format, you may need a scanner to prepare your documents in digital format if there is many pages. If it is a small document such as an IRS notice, a high resolution photo may suffice. 

#2. Use this Link or QR Code to enter the document portal

Soraban is where we receive and manage your documents. It can be accessed via the button at the end of this page.

#3. Sign in or Send as a Guest to Upload Files

We only use your e-mail address or mobile phone number, so there ARE NO PASSWORDS necessary. The system will send you a six-digit code once you enter your email address and/or mobile phone number. If this is your first time using this system, you may be asked to provide your name and how you would like to receive a code (mobile or e-mail) or create a password.