What should be done to my files before uploading?Remove any passwords; try scanning in black & white instead of color; keep all files separate by not combining; do NOT zip multiple files into one.
Does GCD prefer I upload documents or email them?GCD has no preference but uploading here is secure. Sending by email is not. Also, you can upload unlimited files and sizes. Emails have limits.
Do I need to upload more than one time when sending documents?No. All files can be uploaded at one time either by selecting all the files that are in a single folder OR you can drag the files to this site. Note: you CANNOT drag an entire folder though. This will give you an error message.
Who do I choose as the recipient for tax or investment documents?To prevent delays, select the partner, advisor or staff member you are working with on a given project. For efile forms, to finalize your personal or business tax returns, select the user named EFILE, FORMS.
Can I upload documents from a smartphone or tablet? YES! If you have files on your device, follow the prompts after entering below, to send them securely from your device as well.
How can I scan documents without having a scanner? There are many free phone apps that allow you to scan documents all into a single or separate files. GCD has had great experience with SwiftScan.
I'm having troubles uploading. Can I get some help?Watch this short video explaining how to use this process. If you still have issues, contact the person you are trying to upload to and a staff member will then contact you to arrange a time to use Zoom to connect to your computer and show you how to do so properly.
[video will go here]
I have read ALL the FAQs above and understand that I CANNOT drag or upload a folder
Upload File(s) to a GCD Staff Member(cannot drag or upload a folder on local machine)
After clicking Send, there is no need to also email the recipient. They get an email automatically and you will get a notification as soon as you send your files.