#1. Portal Option… Click on portal link below
Upload files to a secure folder for viewing and retrieval.
- Documents uploaded by you stay accessible in your portal account for future use.
- Files our team puts in your folder can be viewed and downloaded.
- Portal accounts are a secure and popular way to share and store important files for ongoing access.
NOTE: If you don’t have a shared folder account, contact our office: (205) -870-4850 or send an email to firstname.lastname@example.org.
#2. File Drop Option … Click on name below.
Upload your files quickly – for a one time transfer
- Tommy Turpin, CPA – Partner
- Cam Shepherd, CPA – Partner
- Rachael Shepherd – Individual Returns Administrator
- Tammy Uptain – Business Returns Administrator
Not sure? Use the General Box and Rachael will get your files to the right person.