This is the place where you can securely access your Cost Reports, Financials, Tax returns, Invoices, and the other documents we generate for you.
This is also the place where to upload the files and forms that we need to work on your behalf (e.g: QuickBook files, PDF checklists etc.).
Our File Cabinet system is secured via SSL encryption, automatically backed-up and accessible 24/7 from anywhere on the web.
It provides you with a safer and more reliable way to exchange documents with us and to share them with co-workers.
It provides compliance with current and forthcoming State and Federal standards that mail, email, CD's or thumb drives cannot achieve.
Only authorized users may access your File Cabinet. Do not give your login and password to colleagues or employees.
Ask them instead to register under their own name and then request from you the right to access YOUR File Cabinet.
The right to access tabs in your File Cabinet can only be granted or revoked by you from within your File Cabinet.
Please zip your larger files to reduce their size and facilitate their upload and retrieval.
Accepted formats for uploads are .zip, .pdf, .doc, .docx, .xls, .xlsx, .xlsb, .xlw, as well as .qbw, .qbx, .qba, .qby, .qbb, .qbm, and .iff for QuickBooks.
The preferred formats for QuickBook files are .qbm (compressed), .qbx or .qbb.
Use the Upload tab to upload the files and forms we need to work on your behalf.
If you have questions, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it .