Steps:
Access Your Profile
Once logged into your Quickly account, click on the Settings icon in the bottom left corner, then select My Profile.
Navigate to Company Documents
In your profile, go to the Company Docs tab. This is where you’ll upload your financial documents.
Upload Required Financial Documents
Upload the required documents, which include:Financial Statements from the previous year-end (audited or reviewed).
Financial Statements YTD (Year-to-Date) or from the nearest quarter-end, if available.
Accept Terms and Submit
After uploading the documents, review the terms and check the box to accept. Click Submit to send your documents for review.
Once your financial documents are submitted, they will be reviewed by the Quickly team. You will be notified once the review process is complete.