Secure File Upload Portal

Prior year summary clients get a refresher on what they need to send you for the new.

Secure file upload portal.

Uploading files step 1. Drop files to upload. New features to help you serve clients without them needing to come into your office. Huddle is cloud based and available across all of your desktop and mobile devices.

Flexible storage drake portals comes with 5 gb of file transfer space for all plans. So whether you need a way for your field sales teams to upload new files while travelling or your business includes on site inspections away from the office huddle provides a way to securely share and upload files. Press upload to start the file upload. Uploading downloading renaming and deleting files is simple obvious and quick.

Click the file upload icon. Please use your clinicient user credentials to login. Click continue to proceed to the file upload page. In drake tax the option is available in the backup and restore dialog box.

From files images music video and more uploadfiles is a free and easy way to share your data. Upload files to your client portal faster and more conveniently. Upload multiple files at once directly into your browser via simple drag and drop. Mobile friendly interface clients can snap photos of tax documents and upload them to your portal site.

Secure file upload made easy. Login register upload files for free. A secure client portal with the exact features you want. To begin uploading files into the folder click on your new folder in the left pane.

Whether you want to provide your field teams with a more convenient way to upload files or you want to offer clients a more secure way of sharing sensitive files with you use huddle as a document upload portal for greater efficiency and security. Not only can you enjoy up to 3tb of secure permanent data storage we have a. Explore a more polished cohesive and secure client portal solution for your business. Make file uploads simple and secure.

Once you have successfully accessed the secure file transfer portal you should see the following screen. Uploading and downloading files through sharefile s secure file secure upload portal is the perfect way to guarantee a simple and easy file transfer solution for your business and its clients while also maintaining complete security of information. You are about to access a secured resource. Built in messaging communicate back and forth with clients.

Upload files is a completely free file sharing service with unlimited bandwidth upload files securely anonymously. Drop your files into the drop zone or press click to select files and select one or several files. Secure file uploads from any device. No file naming convention is required for https upload because the case information was provided in the first step.

Mobile friendly features for your customers.