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:

1. Enter your email, name and company then click “Continue”
2. 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.