address which we have on file for us is the email address you must
use when utilizing our service. If you would like to change
your address, please contact us.
email address must appear in
either the TO or the FROM section, allowing you and your clients
to communicate through our system. If your email address
does not appear in either section then an error will occur.
This is the security which the system employs to make sure others
cannot abuse the system.
notice there is no login area. The system works on a
peer-to-peer model through email. All file transfers are
picked up through links sent in messages to and from your clients.
Users cannot see each others files.
To send a
file or allow your clients to send you a file, simply use this
your clients must use your email address which we have in our
system to send you a file. It will not work with
any other address.
strongly suggest never unchecking the security boxes in the
form. Nor do we see any reason why one might choose to do
(Clients of Accountants)
difference for you as a client of an accountant is that you must
put in the email address in the Recipient area which your
accountant has provided. The system will not work with any
other address. Please fill out the message section as well
to help your tax preparer out.
file is sent, you will receive a message in your inbox. This
will contain a link and a message from the sender (if they chose
to type one). Click the link to open your browser and
download the file. You may save the file like any other
which you download from the web.
need any technical help, please feel free to contact us and we
will help you out as best as we can.
(570)836-8138 during regular business hours or
Contact Us at any time to subscribe to