Hans Kasper, MS-CPA, PS

Secure and Encrypted Client File Transfer Portal
 

The purpose of the web link below is to transfer files to our firm in a safe and secure manner, and to receive files from us.

Files that can be sent (uploaded) to us via this link are:

• QuickBooks .QBW files only,

• scanned tax documents in PDF and JPG formats, and

• MS Word and Excel files.

Instructions on how to upload a file are located at:  UPLOAD

Files that you will receive (downloaded) via this link are:

• PDF copies of your tax returns,

• PDF copies of your tax organizer, and

• any other documents that you want us to send to you.

Instructions on how to download a file are located at:  DOWNLOAD

Database Key: If not already shown, input "hanskasper" without the quote marks.

Login Name: Use the following format for your first name (husband's or yours if you are single) and last name as it appears on your personal tax return:  firstname_lastname  [make sure to enter the underscore between the first and last name]

Password: In most cases, this is the last four digits of your SSN.  In some cases, it will be different if you are divorced and your spouse is our client OR you are an adult child of parents who are our clients.

You can update your password at anytime once you have logged into the site.  Please write the password down.  If you lose it, please contact us at hkasper@hkmscpa.com for us to reset your password to the last four digits of your SSN.  You can change it again if you wish.  When you send us an email to change the password, we will compare it to the email that we have for you in our system; if it does not match the email address for you in our system, then we will disregard the request.

Click here to go to the Login Site.

How to add (upload) a file:
When you have opened up the web site, you must click on YOUR NAME on the left hand side of the screen so that it is highlighted in BLUE.  Then, above your name click on FILE, click on ADD FILE, click on BROWSE, select the file that you want to upload and click OPEN, then click ADD at the lower bottom left of the screen.  Once you see the message that the file has been successfully uploaded, you can logout and we will be sent an email that your file has been uploaded.

IF THIS IS A QUICKBOOKS FILE, PLEASE EMAIL US YOUR PASSWORD.

PLEASE UPLOAD QBW, QBB, or QBM FILES ONLY.  DO NOT UPLOAD QBX or QBA FILES.

If you are unable to Login, please email hkasper@hkmscpa.com and request that an account be created for you.