File Transfer
Welcome to the Roe CPA, P.C. Secure File Transfer area. You can use the Roe CPA, P.C. Secure File Transfer to upload or download private, encrypted files to or from Roe CPA, P.C. that may be too large for email, or require more security than email, such as financial records. Below are the instructions on how to register for and use the file transfer system.
How to Register
You need to be a registered user to use the system.
Click here to register now.
You will need to complete the form with your first name, last name, email address and a password of your choice. Click "register". Once you register, Roe CPA, P.C. will need to approve your registration before you can begin to upload files. Once you have been approved, you will be notified via email.
How to Log In
Click the "log in" button from the file transfer page on the site. A new window will open. You will need to provide your username (email address you used when registering) and your password and click the "log in" button.
How to Upload Files
Once you are logged in you can upload a file to Roe CPA, P.C. by clicking the "upload" link which will open a new window. Use
the "browse"
tool to locate the file you want to upload. Click on the file name to select it and then click on "open". This will place the name of the file into
the "file" box on your screen. In the "notes" area, enter any notes that you would like to send to Roe CPA, P.C.. Finally, click "upload" to complete
the process. A box will appear indicating the progress of your upload. Once the upload is complete Roe CPA, P.C. will be notified with an email.
How to Download Files
Once you are logged in you can download a file by clicking on the name of the file you wish to download. This will open a new window
showing the file name with an "open file" link next to it. Click on the "open file" link which will prompt you to "save" or "open" the file to your
computer.
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