Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Welcome to Wallace & Bowers CPAs Secure File Transfer area. You can use this portal to upload or download private, encrypted files to and from us that may be too large for email, or require more security than email, such as financial records. Below are the instructions on how to register for and use the file transfer system.

Click on the File Transfer logo and BE SURE TO CLICK "SYSTEM REQUIREMENTS" TO MAKE SURE YOUR COMPUTER AND WEB BROWSER ARE COMPATIBLE. Once that has been confirmed, click on the New User Registration box and fill out your confidential information. Check the box pertaining to acceptance of the terms and hit Submit.

Once you register, we will need to approve your registration before you can begin to upload files. You will be notified via email upon approval, and at that point you will be able to login to the system using the information you set up when registering.

HOW TO UPLOAD FILES (TO US)
Once logged in you can upload a file to us by clicking the "Upload Files" link to the left which will open a new window where you enter the email address of the person you want to receive the file, then hit "Next". Another window will open for you to browse and locate the file you want. Upon opening the file it will be placed in the browser field; now click "upload" to complete the process. You will be able to see the progress of your file being uploaded and will receive an email when it is finished. To see it and any other files you have uploaded to us, simply click on the "Files Uploaded By Me" link to the left.

HOW TO DOWNLOAD FILES (FROM US)
Onced logged in you can download a file from us by clicking on the "Files Uploaded For Me" link to the left. You will see the file from us and may open and print it, or hit the "DL" icon to download and save the file to your computer.

If you encounter any problems, please feel free to call (615) 352-1555 and we will be happy to help you!