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I'm glad you're here! This page is designed to share helpful information and forms for new and current clients.
Client Documents
Secure Portal Link
Please use the following link to securely upload your files to On Track Bookkeeping:
- Secure File Upload
- Click to open link - on the right, choose the cloud icon where it says "Upload files".
- You can choose multiple files to upload at once.
- Once you have added the files, do not close the window until you see a check mark next to every file to indicate that the file upload is complete.
- Note that once upload is complete and you close the pop-up window, you will NOT see the files that you uploaded listed, but if they had a check mark next to the file name before you closed the window, be assured they have been uploaded. If you would like confirmation that I received your files please send an email to info@ontrackbk.com.
- Close window.