Upload Documents
We have two convenient options for securely sending files to us…
Option 1. Use our ShareFile Portal…Click ShareFile Login
Upload files to a secure folder for viewing and retrieval.
Documents uploaded by you stay accessible in your portal account for future use.
Files the accountant puts in your folder can be viewed and downloaded.
Portal accounts are a secure and popular way to share (and store) important files for ongoing access.
NOTE: If you do not have a shared folder account, contact Janice to get setup.
Option 2. File Drop… by Clicking on a name below.
Upload your files quickly – for a one-time transfer
Michael Palazzo, CPA – Partner
Unsure who to send to? Use this General Box and Janice will get your files to the right person.
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