Secure Upload

Here is the link to safely upload your documents to your CPA: https://www.clientaxcess.com/sharesafe/#/SBB

You will need to enter your email address and name. Company name is required if you are uploading for a company. Contact number is not required.

Once you hit Send a File, you will be taken to a new screen where you will be able to select your CPA's name and upload your files.