(772) 337-9700

9am to 5pm
1958 SE Port St Lucie Blvd

Port St Lucie, FL 34952

Client Send/Receive File Instructions

 

If you are an existing client with access to our client portal the instructions below are for securely sending files to us and receiving files.  If you are a client and do not have access to our client portal please contact our office at (772) 337-9700

Sending a File to Us

  1. Log in to our client portal
  2. Click Upload Files .... below the file cabinet in the left pane of your Home Portal.
  3. Click Upload New ... button above the title bar.
  4. Type in a short title for the file. Example: QBB file.
  5. Type in a brief description for the file. Example: October 31, 2002 backup file.
  6. Click on the Browse button.
  7. Using Windows file browse screen, locate on your computer the file that you want to upload (the backup file that you just created).
  8. Click on the file and then click Open or just double click the file.
  9. Click Submit
  10. Do not close your browser window until it has returned to the Files Uploaded screen where you will see the newly uploaded file in the list.

To Create a File Link for Uploading the Same File Each Month

  1. Log in to our client portal
  2. Click Upload Files .... below the file cabinet in the left pane of your Home Portal.
  3. Click Upload New ... button above the title bar.
  4. Type in a short title for the file. Example: QBB file.
  5. Type in a brief description for the file. Example: October 31, 2002 backup file.
  6. Click on the Browse button.
  7. Using Windows file browse screen, locate on your computer the file that you want to upload (the backup file that you just created).
  8. Click on the file and then click Open or just double click the file.
  9. Click Submit
  10. Do not close your browser window until it has returned to the Files Uploaded screen where you will see the newly uploaded file in the list.

To Download a File From Us

  1. Log in to our client portal
  2. Click Upload Files .... below the file cabinet in the left pane of your Home Portal.
  3. Click Upload New ... button above the title bar.
  4. Type in a short title for the file. Example: QBB file.
  5. Type in a brief description for the file. Example: October 31, 2002 backup file.
  6. Click on the Browse button.
  7. Using Windows file browse screen, locate on your computer the file that you want to upload (the backup file that you just created).
  8. Click on the file and then click Open or just double click the file.
  9. Click Submit
  10. Do not close your browser window until it has returned to the Files Uploaded screen where you will see the newly uploaded file in the list.
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