We utilize CCH Axcess ShareSafe to exchange files easily, and more importantly, securely. ShareSafe uses high-grade security encryption and offers our clients the option to send or receive important tax documents.
Click on the icon above to start uploading your tax documents …
How to send a file using ShareSafe…
You can send up to 20 files per message, up to a limit of 1 GB total size.
- Click on the Icon above.
- Enter your email address and name. Optionally, you can also enter your company name and contact number.
- Click Send a File.
- In the Send file to box, select the name of the person you are sending the file to, if it is not already selected.
- Enter a subject for the message.
- Enter your message.
- To add files to the message, either drag and drop files on the Files box, or click Add File to select files.
- Click Send.
- Click Logout.
How to receive a file from ShareSafe…
When a firm member sends you a file, you will receive two emails. The first email includes a hyperlink to your file. The second email includes a file access key that you must enter before you can download the files. Once you receive these emails, do the following to download your files:
- Click the firm-specific hyperlink in the first email message.
- Enter your email address and name. Optionally, you can also enter your company name and contact number.
- Click Download a File.
- Copy the file access key from the second email message, and paste into the Enter File Access Key box.
- Click Submit.
- Click Download to begin downloading all the listed files. If you only want to download some of the listed files, select the check boxes for those files before clicking download.