Welcome to our Client Login page. We now use Citrix ShareFile as a secure drop box for you to send large items to us as an attachment. Large items can include client backups, PDF documents, Excel Spreadsheets, and other files of this nature.

This drop box is utilized by the whole office and each individual has their own specific link for Cirtix ShareFile. Please contact our office for the individual you would like to send your attachments, client backups, PDF documents, etc. That individual can send you their direct link for their specific drop box.

When sending your backups and/or accountant’s copy please remember the file extension should read:

QuickBooks  –  Accountant’s Copy – filename.qbx

Backup  –  filename.qbb

Peachtree/Sage50  –  Backup   –  filename.ptb

 

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