Secure File Upload


Powered by Citrix ShareFile®

Instructions

Securely upload documents to your tax & accounting professional by utilizing the Citrix ShareFile® powered form below.  Enter your personal email and name (for identification purposes only), indicate a recipient, attach your file(s) and click the Upload button.  

Note:  This page is for tax & accounting documents only.  If you are uploading documents intended for a financial planning or wealth management purpose, please click here to visit the Basepoint Wealth secure file upload.