Share File

Instructions for uploading your data securely and encrypted:

  • Please click on the link of the intended recipient below
  • Enter your email address, first and last name, and company name if applicable
  • Drag and drop the files you would like to send into the box
  • Once finished, hit upload in the bottom left corner
  • Once all files are uploaded you may close out of the program
  • The intended recipient will receive an email notification alerting them that you have uploaded documents for their viewing


Wayne Wilfand, CPA Vincent Vinci, CPA
Michael Orabona, CPA, MST James Sinman, CPA, MST, PFS
  Christina Jasionowski, CPA 
Maria Davenport, CPA, MSA Laurel Patefield
Lauren DeCarvalho, MBA Leo Proulx, EA
Lynn Deschenes Nikki Russell
Kelly Mongeau Brian Bannon
Nicole Olivier Duane Schmidt