We furnish a secure portal for our clients to use for online access to documents or any you wish to send us. They can be Quickbooks backups, Peachtree, .pdf files... etc.
If you already have an account in our secure portal use these steps to deliver your file.
Login with your Username and Password (Your username is the email address that we have on file.)
Click on Upload Files
Click Browse
Find the file that you want to upload on your computer and click "Open"
Click Upload Files
A notification bar will open to show the upload progress
We will receive an email letting us know that you have uploaded a file
If you haven't established an account you can use File Transfer by following these simple directions:
Click on the picture above
Scroll to the bottom of the screen and click "Drop Box"
Enter your name, email address, the staff accountant you are sending to, and any notes.
Click on browse
Find the file you want to send on your computer and click "Open"
You can upload up to 3 different files
Click upload files.
A notification bar will open to show the upload progress.
We will receive an email letting us know that you have uploaded a file.