Transfer Files

We now have the technology to pass files back and forth more easily and securely.

The system is called a portal.  All you have to do is let me know you have a file (ex. Excel, QuickBooks, Simply, etc.) you want to give us.  We will assign you a User Name and Password.  You only have to click below and the login screen appears.  You enter your user name and password and you are ready to upload.

When we are finished with the file, we can place it back in the portal for you to retrieve.

This is much easier and more secure than emailing files.

To access the portal, click here.