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. If you upload the wrong file you cannot cancel or remove it, but you can contact your Accountant and ask them to remove 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. If you need to upload a different type of file, you will need to zip it first.
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 files will be misdirected which will delay processing. If you aren't sure who your accountant is, please call us to verify.
If you have trouble uploading your files on this page you can use a more compatible upload method by clicking here.
Below is a list of files you have recently uploaded:
