Share Files

We have a secure, encrypted file sharing system to protect your information.

To get right to it, click here.

To read about how the new system will work, see below.

We are as concerned about the privacy and security of your information as you are (or maybe even more, because we’re worriers.) But we also want to make it easy for both of us to exchange information.

SafeSend encrypts the information and allows for easy and secure exchange of sensitive data.

This system does not require you to create a user account but instead uses the e-mail address of the sender and the recipient as the keys to the transfer mechanism.

 (Note: As of January 2018, there is an added layer of security with SafeSend. See the directions below; you will need access to your email account.)

 For detailed instructions click here.

A. Sending files to a Grimbleby Coleman team member

  1. Go to this link or click on "Share Files" located at the bottom of any page of our website.
  2. Select Secure Upload to send files to Grimbleby Coleman.
  3. Enter the Grimbleby Coleman team member's e-mail address (example: first initial last
  4. Click start.
  5. Follow the on-screen instructions to upload and send files.  (Please note that the subject line and the body of the message are not secure/encrypted.  Confidential information should not be included in this section.)
  6. Once you hit the send button you will be prompted to enter a code. This code will be sent to your email address you used in the previous step.
  7. It will take a few moments to receive the email; use the 8 digit code included in the email in the SafeSend box asking for an Access Code.
  8. Click continue. Your file is now sent.

 B. Receiving files from a Grimbleby Coleman team member

  1. The Grimbleby Coleman team member will prepare the file(s) for transfer.
  2. Once the transfer is posted to the secure site, you will be notified via e-mail that a file is available to you.
  3. Click on the link in the e-mail.  Enter your e-mail address and click the Authenticate button.
  4. Click the Download button and choose to open or save file.

If you have any questions or want assistance with the SafeSend process, please do not hesitate to call.  We will be happy to assist you.  Thank you for using SafeSend.



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Our Commitment to Safety and Prevention of COVID-19

Dear friends and clients,

Thank you for putting your trust in us to provide your tax and advisory services. These are rare and unusual circumstances; but be assured, we are committed to providing continued services and support over the coming weeks.

To lessen our societal impact, as well as to protect the well-being of you, our clients, and our team, we ask that the majority of our communications be electronic or over the phone (we have rescheduled all meetings to be handled in this way).

At this time, our office is closed to the public. You may drop off paper documents in our mail slot. We strongly encourage you to use our electronic collaboration tools for securely scanning and sending tax documents and we have the necessary data security in place to ensure security and privacy.

To read our January letter detailing our electronic collaboration tools, and specific instructions, click here. We are happy to assist in the set-up of any of these applications, if you have not used them in the past; contact our Admin team at the phone number or email below.

GC looks forward to normalizing our processes as soon as safety dictates. Be well and take care of yourselves, your community, and your loved ones. We are here for you professionally and personally, so do not hesitate to reach out.

All the Best,

Clive Grimbleby, President
Grimbleby Coleman CPAs
Certified Public Accountants, Inc.
(209) 527-4220