Lets Us Guide You
SecureSync File Upload Guide
Welcome to SecureSync, the secure online platform where you can safely upload and share your important documents with our office.
This includes:
- Bank statements
- Tax documents
- IRS letters or notices
- Any other important financial or business documentation
Email attachments are often limited in size and security — SecureSync ensures your information is protected and accessible only to you and our team.
Step 1
Log In to SecureSync
- Open your SecureSync invitation or visit the login page directly.
- Create an account if you havent already.
- Enter your credentials to access your SecureSync Dashboard.
- Once logged in, you’ll see the top navigation bar with a tab labeled “My SecureSync.”
Step 2
Locate Your Folder
- Click My SecureSync at the top of the page.
- A list of folders will appear — one assigned to each client.
- Locate your personal or business folder (for this example, the folder name might be “Test”).
- Click on your folder name to open it.
Step 3
Choose the Correct Year
- Inside your folder, you’ll see subfolders organized by year (for example: 2024, 2025, etc.).
- Click on the year you are currently working in — for example, 2025.
- Within that year’s folder, you will find subfolders labeled:
- Business
- Personal
Step 4
Upload Your Documents
- Open the appropriate folder (Business or Personal).
- Click the Blue Upload Button.
- A file browser window will open — locate the file(s) you wish to upload.
- Select the file and click Open.
- The document will automatically upload to your SecureSync folder.
Step 5
Create New Folders
(If Needed)
- If you don’t see the correct year or folder:
- Click the “Create” button near the top of your dashboard.
- Choose Folder (or another file type such as Document, Excel, or PowerPoint).
- Name the new folder (for example: “2025” or “Business Receipts”).
- Click Create — your new folder will appear and be accessible to both you and our team.
Step 6
Notify Us After Uploading
- Once your files are uploaded:
- Send a quick text or email letting us know that your documents are ready for review.
- Example message: “Hi, I just uploaded my 2025 tax documents to SecureSync under the Business folder.”
Additional Notes
- Files uploaded to SecureSync are encrypted and secure, ensuring your sensitive information stays protected.
- You can upload multiple files at once if needed.
- If you have any issues locating folders or uploading documents, please reach out for assistance.
Thank You
Thank you for using SecureSync — this system helps us process your information more efficiently and securely. If you have questions or need additional support, don’t hesitate to contact us.
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Paul Schmieder, our founder and CEO, established Cats Inc. to fill a gap in the financial services industry. With over 20 years of experience, Paul recognized the need for a client-centered approach that prioritizes both financial accuracy and exceptional customer service. His journey began with a passion for numbers and a desire to help others, leading him to create a firm that embodies professionalism, expertise, and care.
Paul Schmieder
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Paul Schmieder
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