- Click on the link
- Enter your email address and name (skip the company name and contact number sections)
- Click “Send a File”
- On the next screen, using the “Send file to” dropdown, select the name of the person in the firm that you would like to send information to. If you are sending information for the preparation of your individual income tax return, select the Firm Administrator's name (Giangeruso, Michelle) to assure that the handling of your information is expedited.
- Include a subject line and message after selecting a name, as the system requires both.
- Click “Add Files” and select the files you would like to send us. Please note that only 20 files can be attached to each message.
- Once all files are attached, click “Send,” and we will be able to retrieve your files.
Please feel free to contact any member of
the Admin Team if you have any questions!