Store financial documents securely in Finance Frank.

What each document type is for. Picking the right one unlocks targeted Frank search and (where applicable) tax-doc sharing with your practice.

Opt-in only. Toggle any document as practice-visible to give your accountant or planner read access. Default is off — your existing documents stay private.

Upload a statement, PDS, receipt or policy schedule — or email it in to your forwarding address — and Frank reads it and proposes an entry for you to approve.