Skip to content

How to Send Us Sensitive Information

How to Send Us Sensitive InformationHow to Send Us Sensitive Information

Should the need arise to send RBSK Partners PC’s team sensitive information and/or files too large to send via email, you have two options.

For your security, we suggest that you do not send documents containing sensitive data as attachments via regular email.

.

* Before you begin sending documents, you must first convert your documents into PDF documents. Electronic photos are not an acceptable form for tax source documents. *

.

Follow the steps below to send us information.

.


Preferred Method, You may use your Client Portal on RBSK’s website.

  1. Open rbsk.cpa in a new window (or look above these instructions)
  2. Click the “Login” button located in the banner of the website.

Log In

  1. Enter your username and password. If you forgot your password, use the "Forgot password?" link at the login screen. If you don't have a portal login or forgot the login name, please call RBSK Customer Service directly at 812-222-1555.

Enter Your Username and password

  1. Within your portal:
    1. Select ClientFlow located along the left side menu,
    2. Under Client Name, select your folder,
    3. Click the Upload button located in the top menu bar to open the Upload box. Within the Upload box, add or drag and drop files. When all files are ready, select Start Upload.

Client Portal

Alternative Method, You may use the Secure Send feature located on RBSK’s website.

  1. Open rbsk.cpa in a new window (or look above these instructions)
  2. Hover over the “Resources” menu and click the “Secure Send” link.
  3. Click on Launch or Send Us a File and complete the transmittal window:

Securely Send us a File

* Note that if you are sending tax documents, select "1040 Documents" as the Firm Member to send your documents.‚Äč

Additionally, Secure Send supports sending one file at a time. Files must be PDF file versions. If you have multiple files, you will need to combine your documents into one PDF file before uploading. 

.


Additional resources for you:

.


We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We have a dedicated payroll team, a/k/a RBSK Payroll, that provides payroll preparation and HR solutions.
Visit our payroll web site to learn more...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...
RBSK advises clients on a variety of IT matters. Our IT consulting team, a/k/a RBSK IT, can assist you with of your networking and cybersecurity concerns.
Learn More...
RBSK specializes in providing full Bookkeeping, Controllership and CFO services. A cloud-based accounting system can be designed for you.
Learn More...

© RBSK Partners PC 2021

var metricValue = '123'; ga('set', 'metric1', VideoPlaysPerPageView);