Share Files

We have a New and Improved File Sharing System

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.

That’s why we are happy to say we have a found a better way. We have implemented a new and improved file sharing system from SafeSend.  

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

This new 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.

A. Sending files to a Grimbleby Coleman team member

1. Go to this link https://portal.safesend.com/15516988/dropoff.aspx 

2. Click the + symbol to add a recipient 

3. Fill in the other required fields along with a subject and brief message

 4. Drag files to the “Drag files here” box or click the box to upload files

5. Click Send File(s)

 

 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 the answer to the security question and click Authenticate

4. Click a file to download and Download All choose to open or save file.

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

 

If you would like detailed instructions, click here.

 

 

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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
contactus@gccpas.net

 

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