Secure File Transfer Information

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Please use our Secure File Transfer service to send and receive any confidential information such as SSN, credit card information, or financial records.  Email, just like a postcard, is not secure or encrypted.  When it passes through many points en route to its destination, the information can be exposed, just as something written on a postcard would never be considered private.  Using our Secure File Transfer will keep your private information safe & secure.  Below are instructions for how to set up and use our Secure File Transfer service.

How to Register

You need to have a registered account to use the service. Please contact us so that we can create an account for you. We will set up an account for you with a temporary password that you can change after logging in.

How to Log In

Click Log In. A new tab or window will open. You will need to provide your username (email address) and the password we provided you.  Then click the “Sign On” button.

How to Upload Files

After logging in, please select the person you want to upload the file, located under the “Upload Files Now…” header. Then click the link below to launch the File Upload Wizard.

This will open an “Upload File” window. In this window, add all of your files and then click “Next”. In the next screen, choose “Upload files individually” unless you are uploading many files, and then choose “Upload all files as one .zip”. After clicking “Next”, the files begin to be uploaded to our server. How long this takes depends on the size of the files and the speed of your internet connection. You will see a confirmation window when it is done. The person receiving the upload will also be notified that your files are now available. After that person downloads the file, you will be notified via email.

How to Download Files

After logging in, you will see a list of files available for you to download. To the far right of each file is a button to download that file. After clicking that link, a window will open to confirming your choice. Click “Save” when ready. It will now download the file to your computer. How long this takes depends on the size of the files and the speed of your internet connection. You will see a confirmation window when it is done. The person that uploaded the file will be notified that you have successfully downloaded it.

Additional Help

If you need any help, please contact us or visit cpasecure.com for more information.