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When collecting your documents, note each should be saved according to the following guidelines to ensure successful upload in Certify.

  • Each document must be saved individually as a PDF.
  • Each document must be no larger than 25MB.
  • Each document must be named with the naming convention: FileName_Year (e.g. TaxReturn_2015).
  • Documents must not be password protected.

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If you are unable to find help using our Knowledge Base please submit a ticket to our Help Desk by emailing help@certify.sba.gov.