Supplying documents is not that difficult. We have many secure and convenient ways to do so. Here are just a few tips that will help us save time when working on your return or advisory services:
- Label the document what it is
- Many times when you download a document, the initial name is not going to be very intuitive. If you provide us with last years profit and loss statement for your business, a good example of a label for this is, “Tycoon Holdings-Profit-and-loss 2024”
- Only provide us with common file types
- file types like pdf, excel files (.xlxs), or word documents are preferred. Please do not send us a png
- Use our sharefile folder we email to you, or deliver the document in person.
- This is going to be the securest way for us to receive and for you to deliver documents.
- If you scan a document for us, be sure of a few things
- Is it legible? Have you changed the name to what it is? Is it a proper size (8.5″ 11″ or 11″17″)? Etc
- Lastly, if you have any questions, our office is only a phone call away and we are happy to help 🙂
- We enjoy saving you time and making the process as convenient as possible.