Who would you like to send a file to?
Decorah Staff Members
New Hampton Staff Members
Upload Instructions
- Step 1 Select intended recipient from icons above, this information will automatically infill in the "To" section.
- Step 2 Enter your personal information in the left panel on the screen.
- Step 3 Enter a subject line for the message.
- Step 4 Enter a body for the message.
- Step 5 Click Attach Files to select the tax document(s) you wish to upload in pdf, excel, or word format.
- Step 6 Click Send.
- Step 7 Enter the access code that the system sent to your email address.
- Step 8 Click Authenticate, and you are DONE.
- You should see a notification that says, “Message sent successfully!” in the upper right corner of your screen.
Upload Notes:
- Upload ALL documents at once.
- The maximum amount of data that can be sent is 3GB. If your files exceed this limit, complete a separate upload.
- If you are uploading documents on behalf of another, please make note of that in the message box provided when uploading files.
- Upload all documents 48 hours before any tax meetings so that we have time to prepare for the meeting.
If you have any questions, please feel free to contact us 563-382-3637.