1. Readiness checkReview broad funding facts.
2. Loan ProfileSave business and capital details.
3. Secure DocumentsUpload files under your account.
4. AmPac reviewAttach documents and request review.

Secure service for entrepreneurs

Secure documents for your Loan Profile

Start secure upload Return to Loan Profile

Private uploadSigned-in owners only

Separate reviewRequested from Loan Profile

You stay in controlConsent required before turn-in

This is not an anonymous upload. Files stay under your signed-in account and are available only to you and authorized AmPac staff. Uploading does not request a review.

Microsoft 365 and Google Workspace choices record a requested destination for later setup; selecting one does not transfer files. A separate authorized connection is required before any outside handoff.

Your document path

Upload, check missing files, then choose the next step.

Owner uploadSign in and upload documents.

ECO checklistReview missing items before staff review.

Profile reviewReturn to your profile to request AmPac review.

Storage choiceKeep files in EE Vault or connect outside storage.

Stored onlyUploading does not submit an application or review request.

Owner controlledFiles stay in Secure Docs until you attach them to your profile.

How secure turn-in works

A simple process designed for owners. Authorized AmPac staff can access stored documents. Submit your Loan Profile to request review.

Sign in

Use your Entrepreneur Ecosystem account before any document is accepted.

Upload package

Add tax returns, financials, and supporting documents. Confirm business, year, and consent.

Choose storage

Use Secure EE Vault now, or connect one outside folder later.

Storage setup

Connect one company folder

Use EE Vault now. Add Microsoft 365 or Google Workspace only when needed.

Storage checklist

Use one selected folder when you connect outside storage.

Secure EE VaultUpload now. No outside folder needed.
Microsoft 365Use one selected SharePoint or OneDrive folder.
Google WorkspaceUse one selected Drive folder.
Run one test packageUpload a non-sensitive test PDF before sending real files.

Copy setup brief

Copy this if your company wants an outside folder connected.

Email Brian

Document workspace

Upload tax returns and financial documents, track package status, and use ECO to prepare cleanly.

Upload your tax package

Sign in to upload.
Secure turn-in uses your account, not an anonymous form. Sign in

Business / organization

Tax year

Service path

Package type

Storage

Secure EE Vault selected

Files stay in EE Vault until you submit your Loan Profile. No outside folder is needed.

Notes for AmPac

Drag and drop files here or click to browse. PDF, Word, Excel, CSV, PNG, JPG. Max 100 MB per file.

No files selected

Files are stored in access-controlled Firebase Storage. Submit your Loan Profile when you are ready for AmPac review.

Package checklist and status

Typical items to organize before AmPac review.

Tax returnsAs requested
Profit and lossProfile requirement
Debt scheduleProfile requirement
Bank statementsOptional
Consent confirmedRequired at upload

Package storedCompleted after a successful upload receipt
Attach files in Loan ProfileYou choose which documents support review
In reviewStaff review pending
Review completeNext steps sent

Stored only
Return to Loan Profile to request AmPac review.

Storage choice saved
EE Vault works now. Connect outside storage only when needed.

Ask ECO

Preparation help, not tax or legal advice.

You:
What should I prepare before review?

ECO:

Complete tax returns for the latest two to three years if available.
Recent profit and loss statement.
Debt schedule with balances and payments.
Recent business bank statements.
Notes on funding amount, use, and timeline.

Your document packages

Package summaries show review status. Sensitive files stay in secure storage.

Package ID	Service path	Documents	Review status	Request status	Storage
Sign in and submit a package to see status here.