Submit Important Documents Here
Protecting your data is a primary concern for us. We hope to keep this process simple but secure. Our portal exchange encrypts our communications and any data so we are not transmitting sensitive information via email, post, etc. This optional service provides our clients with a safe and fast means of communication.
How to upload documents to the portal:
Step 1: Click the "Secure Portal" button to take you to the portal.
Step 2: If you have an account, sign in. If you do not have an account, contact us and we will send you a link to activate your account.
Step 3: Select the Upload Documents button and follow the instructions to upload documents.
Step 4: Click on the "Client Uploaded Documents" folder, then select the Upload button when finished. All files will be encrypted and can only be accessed by the user and authorized Guardian CPA staff.
Fig 2a.
FAQ
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The upload button is greyed out.
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Make sure to select the folder to activate the button. Fig 1a.
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I can't see all of my uploaded files.
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Verify nothing is checked in the filter, including 'All'. Additionally, make sure no empty files are being uploaded. Fig 2a.
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My files disappeared.
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The Upload folder is a temporary folder. Guardian Staff manage the documents after being received.
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Fig 1a.