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.

Drag files directly into the box below or browse for files on your device. You can upload any file type, including large QuickBooks backup files (note that PDFs are preferred over image files), as well as upload multiple files simultaneously. 

Click the “Upload” button at the bottom of the page when ready to transmit. When your file status changes to "Uploaded," you'll know your file has been transmitted, and the team at The Business Guides will be automatically alerted. Generally within one business day, we will acknowledge successful receipt via email to the address you enter below.

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

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