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File Upload

STOP: If you are an existing client, click here to upload files to your client portal.

Our long-time clients have personalized online portals through SmartVault, which enables two-way file sharing and secure storage of past years' tax returns. Click here to learn more and to log in. (If you are a NEW client, you likely don't have a SmartVault log-in yet; use the file upload tool below.)

But sometimes you need to use this website upload page for an extra-large QuickBooks file or speedy submission of a requested document. Go ahead!

 


 

GO AHEAD: Bookkeepers, prospects and NEW clients, upload files below.

The Business Guides offers one-way secure file sharing on this webpage through ShareFile, which uses industry-leading encryption to protect your data in storage and during transfers.

Click the link below, fill out the form with your information, and click "Continue."  On the next page you can drag your file into the box provided or browse for your file. When your file or files are ready, click "Upload" in the lower-left corner.

Thank you for using this service to keep your information secure!

CLICK HERE TO UPLOAD

 

NOTE: Upload times may vary based on your connection, the size of your file, and the number of files being processed.