Secure File Transfer
Send files securely
Don Kostik, CPA gives you two options to send your files securely to the firm. Choose whichever is most convenient for you.
Option 1
Quick File Upload
Fast & Simple • No Account Required
Perfect for sending a few files quickly. No waiting for credentials - just upload and send immediately. Ideal for one-time submissions or occasional file sharing.
Instant Upload
No account setup required • Files sent immediately
Option 2
Client Portal Access
Full Control • File Management • Ongoing Access
Best for ongoing file management and organization. Access your secure client portal to upload, organize, and manage all your files. Perfect for regular clients who need full control over their documents.
Organize files in folders
View upload history & status
Receive messages from your CPA
Download completed returns
Need an account?
Contact us to set up your client portal access.
Bank-Level Security for Both Options
Your files are protected with the same security standards regardless of which option you choose.
256-bit Encryption
All files are encrypted with military-grade security during transfer and storage.
Secure Delivery
Files are delivered directly to your selected CPA's secure inbox.
Privacy Protection
Files are automatically deleted from our servers after processing for your privacy.