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:
If you are sending QuickBooks® files please follow the directions below.
- Go into your QuickBooks Company and
- For QuickBooks Version 2015-2018 Select File, Send Company File, Accountant’s Copy, Save File
- For QuickBooks Version 2014 Select File, Accountant’s Copy, Save File, Accountant’s Copy
- If you have a version older than 2014, you will need to upgrade before sending us the file
- When asked for a dividing date select the time period you want us to review, for example 09/30/2018 to review the first nine months of the tax year.
- Click OK if it tells you it must close all windows.
- Save the file to your desktop or some other place where you will remember it.
- 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.
- Please note if you have changed your password in QuickBooks you will need to call or email me with the new information.
If you have any problems at all please give me a call
(480) 991-2820 or send me an email firstname.lastname@example.org