To send us your documents and backup files through a secure, private portal, please fill in the form below.
Select Karen for the Saco office or Sheri for the Scarborough office.
Please Note: If you are sending us a QuickBooks File, please send a COMPANY BACKUP FILE.
DO NOT SEND an ACCOUNTANT'S TRANSFER FILE.
Your documents/files must be saved on your desktop first. Click the 'select' feature to locate it, and click 'open'.
If you make a mistake and choose the wrong file, click the "X Remove" button to delete it.
If you have several documents, please scan them into one file for quicker upload time.
If you have multiple files, you may upload additional files by clicking 'add'.
Once you have selected all of your documents, click 'send'.
After you click the 'send' button, please watch the screen for a message confirming a successful upload. This message will only appear briefly, and then the program will take you back to the upload screen.
As always, feel free to call our office if you have any questions or concerns.