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Accounting Day-San Diego
May 22, 2017


                      .....

Red Flags for Senior Financial
   Abuse - Warning Signs,
   Preventation and
   Investigation
  More...
                      .....  

Let me know of your topic of interest. Click on the Contact link.

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Client File Upload

 

To Upload Files to Your Sharefile folder:
           Client File Upload-with Password

          Your email address is your access.
          Forgot your password? Click anyway to access the lost password feature.

To Upload a File Without Having a Dedicated Folder:
           Client File Upload-General-With No Password

This method is good for audit confirmation replies such as broker statements, loan documents, other large PDFs, etc. Also new or prospective clients providing documents before your account is set up.

I get notification that the file(s) were uploaded and will reply back that I received the file. In some cases it may be a full day before I can reply.

Sharefile is very easy to use and very intuitive making it a great tool for secure file transfers and is a great alternative to sending files through email. It also allows storage of your files or reports for access any time by you.

Email Jim directly if you desire to set up a File Upload account or have problems or questions with this feature. Email Jim at his email address or use the Contact link on this website.