Peter Marshall & Company is pleased to provide our clients with a secure method for uploading files to us. The information is encrypted which means your data will remain confidential. This method is more secure than email.
Instructions to upload a file to us:
1. Please click on the staff member’s name to start the upload process.
2. A “Your Information” page will be displayed which will ask you to enter your email address, first and last name, and company (optional).
3. Click both checkboxes “Store this information for next time” and ” “Remember my info and skip this step” and you will not be prompted to enter this information for future uploads.
4. Select the “Continue to Upload Page” button. This will take you to the “Upload Files” page.
5. Follow the instructions on the “Upload Files” page to upload single and multiple files and folders. When you complete selecting the files or folders, select the “Upload Files” button.
6. When your files complete uploading, you will be see the “Files Uploaded Successfully” page. You may close your browser or if you wish to upload additional files, you may select the “To upload more files, click here” link.