Uploading your data with SCA secure

By elitecpas | June 20, 2014 | Comments Off on Uploading your data with SCA secure

With our encrypted portals uploading your data couldn’t be much safer or much easier. Have a look as one of our clients uploads tax information to us. It’s safe, quick, and easy! Steps demonstrated in the video Login Click on File Exchange in left sidebar Click on the Upload Data folder Click the Upload icon…

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How to send us your documents – It’s safe and easy

By elitecpas | October 3, 2012 | Comments Off on How to send us your documents – It’s safe and easy

[Editor’s Note]- We’ve changed the look of the client portals after the date of this post. The portals are now in a facebook-type look and feel and are much easier to navigate. We’ve replaced the old video with an updated one of your humble CPA’s demonstrating how to upload your data. After you send us…

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