Transferring Files To & From Us

Online Tax Organizer

Our tax preparation clients can safely and securely provide their annual tax information and upload tax forms using our online tax data organizer.
CONTACT US to request online organizer access,  or LOG IN to your online organizer if you already have an account.


We can exchange files with our clients safely and securely using ShareFile.
To use ShareFile, you’ll need to get a ShareFile account with us before you can use this service.
REQUEST a ShareFile account, or LOG IN to ShareFile if you have an account already.

Transferring QuickBooks Files

QuickBooks accounting software allows users to create an Accountant’s Copy  of their company file. You can send this Accountant’s Copy to us from within the QuickBooks program, which uses Intuit’s File Transfer Server. You can continue to use your company file (with some restrictions) while we complete our maintenance tasks on your file.  We’ll return the completed changes to you through the same process and you can easily incorporate the changes we’ve made to your company file with just a few clicks of your mouse.