SECURE FILE TRANSFER

 Instructions on how to use the secure file transfer.

• From: your email address.

• Recipient: your contact at Business Tax Solutions’ email address.

• Subject: please provide your name or entity’s name and a phone number.

• Message: any instructions or information you would like your preparer to receive.

• File 1 through 5: Choose File -this will be your file you would like to send to your recipient.

• At the bottom of the page click “Send This File”. You will receive an immediate email confirmation of your upload and a second email when your upload has been downloaded.