Client File Upload

Upload files

Uploading tips:

Ensure files have separate names. Do not upload tax.pdf and tax.xlsx at the same time.

Only upload files that are on your computer. Do not upload files that reside in your cloud, e.g. DropBox.

Do not upload files that have links to external databases, .e.g. stock tables, weather updates.

Upload only one file at a time.

Make sure you see the small “uploaded successfully”, indicating the file has been sent from your device.

Please email [email protected] when file(s) are uploaded.

Contact Mike at:  [email protected] or 713 384 4725 if you have any difficulties.