This page lets you securely upload a file for your accountant to access. This is more secure than emailing a file. You can get this done quickly in several easy steps below. Files uploaded here will instantly be available to our Accountants and they will receive a notification that you uploaded the file. You can only upload files, you cannot download files through this system. After uploading a file you cannot remove it, but you can contact your Accountant and ask them to delete it. Only the following file types are allowed: .txt, .pdf, .zip, .7z, .docx, .xlsx, .jpg, .jpeg, .png, .qbw, .qby, .qba, .qbb, .qbm, .qbr, .csv, .xlsm.
Please be sure you select your accountant, as they will receive an email with a notification that you have uploaded files. If you pick the wrong accountant then your accountant won't get the email, which will delay processing. If you aren't sure who your accountant is, please call us to check.
