We
provide our clients free online access to upload spreadsheets and
all files associated with their accounting and tax service needs.
Please
read and follow the brief directions below before proceeding to
our main ftp page for transferring your updated accounting files
to us.
If
you are using Windows 98, please contact Joshua Polnasek at
847-971-8309 before proceding.
Upon
completing the information at the bottom of this page and
clicking the "proceed" button, you will pull up a
password dialog.
Enter
the username and password assigned to you by our offices. ( If
you have forgotten and/or need a username and password to our
ftp site, please contact our offices at 847-253-9890.
Once
you have successfully entered your username and password, you
will have a new screen open up. (If this is the first
time you have used this service, you will see a blank screen.
If you have used our ftp previously, you will see folders and
files that you have previously uploaded.)
You
can use this new window just like Windows Explorer. Do not
close this window. You will need to leave this window
open and open up a Windows Explorer window.
In
Windows Explorer, locate the folders and/or files (new and/or
updated) that you want to transfer over to us.
Once
this has been completed, set both windows so that you can see
them on your screen simultaneously.
Click
and drag the files and/or folders of the files that you
sending to our offices over to the ftp window. (Please keep in
mind that if you are not copying new files and/or folders over
to our servers for the first time, you will need to overwrite
any existing files and/or folders in your ftp browser that you
are sending updates versions of. For example, you
currently have a file called "incomestatement2003"
on your ftp window and you want to send our offices an updated
version of that file. You need to make sure that you
have located exactly where the file is located in your ftp
window (the folder location) before transferring the files to
us. If you are overwriting an existing file with a newer file
version, you will receive a pop up window prompt asking you if
you are sure that you want to do this. You will say yes,
replacing the old file version with the new one on our
servers.)
Once
this has been done, release your mouse button and the files
and/or folders will be copied over to our servers.
Doing
this will leave the updated file on your computer. It
does not remove the file from your pc, it only makes a copy
that has been placed on our servers.
Once
you see the new file and/or folders in your ftp window, you
are done with the transfer process and may close your ftp and
Windows Explorer windows.
Thank
you for your cooperation in reviewing our ftp transfer
instructions. We hope this helps make things more convenient and
easier for you.
Please
fill out the information below and hit proceed to begin your
transfer process. You will not be allowed to proceed without
filling in all of the information. Our offices automatically
receive notification of your transfer in our e-mail. This is
a critical step in ensuring you quality service and prompt review
of your files.
