Send Us a File

sharefile secure send a fileSecurely Send A File

Posted September 15, 2018

 

There are four ways to safely and securely send files to us. Your client portal, the quickie send a file method, fax (oldie but goodie) and mail / roadtrip.

 

The Watson CPA Group takes the security and safety of your personal information very seriously. Please read our security and privacy procedures.

 

Client Portal

Contact us to receive login instructions to your Client Portal. If you have already chatted with us, you should have received two emails- a welcome email, and another with login instructions. Check your junk folder too. Use the button below-

 

We receive a notification that you have uploaded files.

 

Send a File

You can also securely send us your files by using Send A File. Please use your name and a brief description as the file name such as ‘SmithJohn-W2’. These files will be placed in your client portal. Use the button below-

 

Similar to the client portal, we receive a notification that you sent us files.

 

Fax

855-345-9700

 

All faxes will be transferred to your client portal as a PDF. We will email you with the number of pages received, and send a follow up text.

 

Mail, Road Trip

Please retain your originals and send or bring copies to:

 

Watson CPA Group

9475 Briar Village Point Suite 325

Colorado Springs CO 80920

 

We have a strict requirement for all road trip drop-offs to include donuts. Sorry for the inconvenience.