Emailed documents have 2 major limitations:

1. File size is limited
   Large email attachments (>10MB) often cause emails to reject (can't send)
   How we help ... our file transfer page has no file size limitation.
2. Confidentiality
   Email is not secure - once sent via the internet there are many techniques that can be used to intercept your email (attachments included)
   Ask your bank or physician to email you banking or health information - they won't because it's not secure! Why then would you use email to exchange highly confidential personal/company information (SIN, bank statements, tax return) with your Chartered Accountant? You shouldn't!

How do we help ... our file transfer page protects our clients' information using the best available security and encryption techniques. Your attachment (e.g. tax return) is NOT sent using email.

Ask yourself ... what is your current service provider doing to protect your information during file transfers?

This is just one more way we take special care of our clients.

Please consider using our file transfer page.

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An easy, 5-step process (non-technical!)

1. "From box"
   Input your email address ("To" box will always have my email address)
2. "Password box (not optional)
   The sender (you must input a simple password
   For security, the receiver (me) must use the password to download the file
   Call us by phone (voicemail) to give us the password
3. "Subject and Message boxes"
   Briefly tell us who you are and what you are sending us.
4. "Filebox" (send up to 5 separate files)
   Click the browse button and locate (on your PC) the file you wish to send, click on the file and it will upload to the file transfer tool.
5. "Send this file" click the button

What happens

• your file is uploaded to the secure encrypted section of our website
• your file is NOT sent by email
• We receive a notification (only) by email telling us you sent us a file
• We go to the secure website, use the password you gave us, and download the file

Congratulations ... you are done!

We work hard to protect the privacy of your information ...

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