File Exchange

T: (817)596-9301   |   info@sgwcpas.com   |  

As a valued client of Snow Garrett Williams, File Exchange users can exchange files in a secure environment.

This access also allows us to work together efficiently by securely exchanging working documents and very large files.

To log in, use File Exchange.


Login instructions

  • On the File Exchange Page, select Login.
  • The Login Page will appear. Enter your login and password (given to you by Snow Garrett Williams). You can change these after logging in. Select Log In.
  • To change login and password and set security questions, pull down the menu under the name of the entity in the upper right corner and select the applicable item and follow the prompts.
  • To log out of the portal, pull down the menu under the name of the entity in the upper right corner and select Log Out from the drop down menu.
  • To upload a file to the portal:

                  ​Select File Exchange on the left side of the screen.

                  Select the Source Documents Folder.              

                  Select Upload.                     

Files can be dragged and dropped into the box and then when all desired files are in the box, click on Start upload.

OR

  • Click on Add file and search and select desired files and then when all desired files are in the box, click on Start upload.
  • Verify that the desired files appear in the listing.