SECURE 256-BIT ENCRYPTED PORTAL

Send Us A File

Securely deliver tax documents, QuickBooks backups, receipts, and bank statements directly to our firm.

HomeSend Us A File

DIRECT SECURESEND

Securely Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.

Launch SecureSend Portal

Bank-Grade 256-Bit SSL Encryption

Instant Team Notification

CLIENT PORTAL ACCESS

Existing Client Portal Account?

Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.

Client Login Register Account

Accepted File Formats

Our secure system accepts all standard bookkeeping, tax, and payroll documents.

PDF

Statements & FormsBank statements, W-2s, 1099s, prior tax returns, and invoices.

XLS

Excel & CSV SpreadsheetsTransaction logs, inventory spreadsheets, and payroll exports.

QBW

QuickBooks BackupsQuickBooks Desktop backup files (.QBB, .QBM, .QBX, .QBW).

IMG

Receipts & ScansClear photos or scans of physical merchant receipts and slips.

Need Help Uploading?

Call our office directly at (503) 890-3112 or email randy@ulmanbookkeeping.com for assistance.