FTP Client Login Access

We provide our clients free online access to upload spreadsheets and all files associated with their accounting and tax service needs.

Please read and follow the brief directions below before proceeding to our main ftp page for transferring your updated accounting files to us.

If you are using Windows 98, please contact Joshua Polnasek at 847-971-8309 before proceding.

1. Upon completing the information at the bottom of this page and clicking the "proceed" button, you will pull up a password dialog.

2. Enter the username and password assigned to you by our offices. ( If you have forgotten and/or need a username and password to our ftp site, please contact our offices at 847-253-9890.

3. Once you have successfully entered your username and password, you will have a new screen open up.  (If this is the first time you have used this service, you will see a blank screen.  If you have used our ftp previously, you will see folders and files that you have previously uploaded.)

4. You can use this new window just like Windows Explorer. Do not close this window.  You will need to leave this window open and open up a Windows Explorer window.

5. In Windows Explorer, locate the folders and/or files (new and/or updated) that you want to transfer over to us.

6. Once this has been completed, set both windows so that you can see them on your screen simultaneously.

7. Click and drag the files and/or folders of the files that you are sending to our offices over to the ftp window. (Please keep in mind that if you are not copying new files and/or folders over to our servers for the first time, you will need to overwrite any existing files and/or folders in your ftp browser that you are sending updates versions of.  For example, you currently have a file called "incomestatement2003" on your ftp window and you want to send our offices an updated version of that file.  You need to make sure that you have located exactly where the file is located in your ftp window (the folder location) before transferring the files to us. If you are overwriting an existing file with a newer file version, you will receive a pop up window prompt asking you if you are sure that you want to do this.  You will say yes, replacing the old file version with the new one on our servers.)

8. Once this has been done, release your mouse button and the files and/or folders will be copied over to our servers.

9. Doing this will leave the updated file on your computer.  It does not remove the file from your pc, it only makes a copy that has been placed on our servers.

10. Once you see the new file and/or folders in your ftp window, you are done with the transfer process and may close your ftp and Windows Explorer windows.

Thank you for your cooperation in reviewing our ftp transfer instructions. We hope this helps make things more convenient and easier for you.

Please fill out the information below and hit proceed to begin your transfer process.  You will not be allowed to proceed without filling in all of the information.  Our offices automatically receive notification of your transfer in our e-mail.  This is a critical step in ensuring you quality service and prompt review of your files.