Tures and Associates, PC
Home
Testimonials
Track your Refund!
Client Benefits
Accounting Services
Tax Services
Business Consulting Services
Payroll Services
Tax Deposit Due Dates
Affiliated Firms
Privacy Policy
IDENTITY THEFT
Records Retention
What to Bring to Your Tax Appointment
How to Send and Receive Files
Free Tax Consultation
For Clients Only

Request Information





 

HOW TO SEND AND RECEIVE FILES


To send a file to us

1 - Click Upload Files to.... above the file cabinet in the left pane of your Home Portal.

2 - Click Upload New ... button above the title bar.

3 - Type in a short title for the file. Example: QBB file.

4 - Type in a brief description for the file. Example: October 31, 2002 backup file.

5 - Click on the Browse button.

6 - Using Windows file browse screen, locate on your computer the file that you want to upload (the backup file that you just created).

7 - Click on the file and then click Open or just double click the file.

8 - Click Submit

9 - Do not close your browser window until it has returned to the Files Uploaded screen where you will see the newly uploaded file in the list.

That's it!

To download a file from us

1 - Click on Download Documents & Files (or Utilities) above the file cabinet in the left pane of your Home Portal.

2 - All documents that have been uploaded exclusively for you as well as documents uploaded for all of my clients are listed in this screen.

3 - Left Click on the title of the file that you want to download.

4 - Right click on the file (to the right of File:)and select Save Target As.

5 - Using the Windows Save As screen, select the folder that you want to save the file in and click Save

6 - After the file has been successfully downloaded you can Delete the file that was uploaded exclusively to you (the Delete button will not be available if the file was not posted to you exclusively). I recommend deleting files that I have posted for you after you have successfully downloaded them. This keeps your Documents screen uncluttered and also lets me know that you have downloaded the file.

To view a document or report

I often post documents or reports that are available to all of my clients to download or view on line.

1 - Click on Download Documents & Files (or Utilities) above the file cabinet in the left pane of your Home Portal.

2 - All documents that have been uploaded exclusively for you as well as documents uploaded for all of my clients are listed in this screen.

3 - Click on the title of the file that you want to view.

4 - Left click the file (to the right of File:)

 

Download
Our Free Report:
The 10 Most ExpensiveTax Mistakes That Cost You Thousands!

Contact Us:
%RequestForm%
We'll also subscribe you to our weekly tax and finance alerts. And we never rent, trade, or sell your email address.

 

Site Map


5114 North 2nd Street, Loves Park, IL 61111

412 W. Washington St, Oregon, IL 61061

(815) 394-1040