Client area

Upload documents

Send documents securely using your client number, an upload code from Caldex, or your new client intake reference.

Upload only documents Caldex requested.
Files are stored privately and are not publicly accessible.
Every file is validated for accepted type and size before it is accepted.
Never upload passwords or CRA login credentials.
Avoid personal identifiers in filenames.

How should we file your documents?

I am an existing Caldex clientUse your permanent client number.I was given an upload codeFor prospective clients and other senders.I recently submitted a new client intakeUse the intake reference from your submission.

Client number

Format: CLT-YYYY-NNNN.

Documents

PDF, JPG, PNG, WebP, HEIC, DOCX, XLSX or PPTX. Up to 25 MB per file, 20 files, 200 MB per session.