Welcome to our File Share!

File Share is a secure site where we, our clients, and our associates are able to upload information to one another.   This avoids the hassle of mailing or hand-delivering QuickBooks backups, monthly or annual tax reports, Excel files, .pdf files, etc and is more secure than just attaching a file to an email.  Data is securely stored in hardened and fully mirrored server sites located in the United States. 

Are you new to File Share?

 To set up a secure user login just click the File Share ICON below.  On the login screen click “New User Registration”.  Fill in the required information and select the “Submit” button.  We will verify your status with our firm and send you an authentication email.  Once you have obtained a User ID simply log in with your email address and the password you selected.  Click on the Upload Files tab on the left and then type in the email address to your contact at the firm.  On the upload screen Browse to the file (s) on your computer you wish to upload to us.  We will automatically receive an email notification that you have sent us a file for downloading.

Have questions?

Feel free to contact us by phone or email and one of our file share administrators will contact you.