To send us your documents and backup files via SECURE EMAIL, please click SEND US A FILE at the BOTTOM of this page and fill out the form.
IT IS NOT NECESSARY TO REGISTER TO SETUP AN ACCOUNT. THIS IS NOT RELATED TO OUR CLIENT PORTAL, IT'S STRICTLY FOR SECURE EMAIL.
IF YOU DO NOT HAVE A CLIENT PORTAL AND WOULD LIKE ONE, PLEASE CALL OUR OFFICE.
ONCE YOU HAVE ACCESSED THE SECURE EMAIL FORM, FOLLOW THE INSTRUCTIONS BELOW:
TIP: If you have several documents, scan them into one PDF for quicker upload time.
Note: If you are sending us a QuickBooks File, please send a COMPANY BACKUP FILE. Do NOT send an Accountant's Transfer File.
As always, feel free to call our office if you have any questions or concerns.
REMEMBER, PLEASE DO NOT REGISTER TO SETUP AN ACCOUNT.
Securely Send Us a File
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.