Upload Process:

Our secure upload portal can be found under the “Upload Here” tab

• We will need you to fill out each field in the secure upload portal:

  • Email, First Name, Last Name, and Company **if no company is applicable, please put “N/A”

• We prefer that multiple files be uploaded all at once (with each document correctly labeled).

• We ask that you do not upload JPEG/HEIC files unless absolutely necessary. Please convert to PDF first if possible. If you are unable to convert the file, please label the image.

• If uploading QuickBooks files, we only accept the following format:

  • QB copy, QB backup, QB portable, or access given online (password needed)

Confirmation:

• Our software will not notify you if your upload was successful or not. If you would like to confirm our receipt of your upload, please call the office at (541) 382-1021 or email Jessica, our Client Service Coordinator, at jessica@ashfordcpa.com