Send Files

If you are a current client and have signed up for the portal you can access that at LINK.


If you are not signed up for the portal and want to send us files please click on Secure Client:

Secure Client

If you are sending QuickBooks®  files please follow the directions below.

QuickBooks directions

  1.  Go into your QuickBooks Company and
    • Select File, Send Company File, Accountant’s Copy, Save File.  Note:  If you have a version older than 2015, you will need to upgrade before sending us the file
  2. When asked for a dividing date select the time period you want us to review, for example 12/31/2023 for the 2023 year-end.
  3. Click OK if it tells you it must close all windows.
  4. Save the file to your desktop or some other place where you will remember it.
  5. Send the file to me using the link below. Just fill in your email then enter a subject and message if needed. Click the browse link to find where you stored your QuickBooks file or drag it where marked.  After selecting the file just click the Upload button.
  6. Please note if you have changed your password in QuickBooks you will need to call or email me with the new information.

Link to Secure Client

If you have any problems at all please give me a call
(480) 991-2820 or send me an email