Registered clients that are working with one of our Business Advisors or a member of our Capital Access Program can use the form below to securely upload financial documents.  If you were referred by a lender, and are not already a client of the Alabama SBDC, please register here first.

Please ensure that all documents are properly labeled before uploading them.

  • For example, “ABC Manufacturing Balance Sheet 2017.pdf” is preferable to “Scan112233.pdf” or “Balance.pdf”.

This is a secure upload, provided by Box. Box is ISO 27001 and ISO 27018 certified for its Information Security Management System and privacy protection as a PII processor, and has been granted an Authority to Operate and is listed on FedRAMP.gov as a FedRAMP compliant system at the moderate impact level. Box maintains a SOC 1 report based on the SSAE 18 standard, SOC 2 report based on the ISAE 3000 standard, and SOC 3 report based on TSP Section 100a from an independent third party.

Your data can only be accessed by the Capital Access Program. The CAP team will retain working files such as the global cash flow analysis in a secure system, and will delete personal financial information once the consulting engagement has concluded.

Capital Access Program – Document Upload June 22, 2017