ShareFile Instructions
All clients who need to transfer information to Ward & Uptigrove can use
ShareFile, our easy and secure online file sharing website.
On this site:
- Enter your email, name and company then click “Continue”
- Select the recipient of the information, drag or browse to select the file(s), and then click “Upload”.
Tip: To select multiple files, click, hold down “Ctrl” and left click
Please use “W&U, Accounting” for any year end records, documents, slips, personal tax documents, Quickbooks, Simply, Business Visions or Quickbooks Enterprise
There are no passwords, profiles, file type or size restrictions, you can even click “Remember me” so you don’t have to input your personal information at your next visit.
You will receive a confirmation email up to ten minutes after the documents have been successfully sent through.
This is the most efficient way to get your information to us as our staff is faithfully downloading and distributing information each business day.
Submitting Receipts & Information
The most efficient way to send your receipts and documents is digitally.
Scanning Documents
Documents should be scanned to a PDF format - unfortunately, pictures can be hard to view and use.
If you do not have a scanner, you can use your mobile device.
- Apple's Notes application has a built in scan feature. View a video tutorial here.
- Android Scan allows you to scan to Google Drive. View a video tutorial here.
- Google play and Apple Store offer many apps such as the Free Adobe Scan. View a video tutorial here.
Sending Documents
Our ShareFile site is an easy and secure way to send us unlimited documents. See instructions in section above.
