Send and Receive Documents using our secure file exchange.
Security is built in – Your files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, each person can view and access only their own documents.
Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them in a safer way with our secure file exchange.
Easy to use – Our exchange is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.
Send files as a guest – You can upload your tax return and other documents by signing in to your account. If you would prefer not to set up an account, or haven’t done so yet, send files as a guest. The files are still safely transmitted directly to our administrative staff. Simply select “Guest File Transfer”.