Protected XChange - A Secure File Transfer Application by Build Your Firm

Heritage Accounting & Tax Services

Secure File Exchange

Login
Client Account Registration
File Upload as Guest

Protected XChange Account Login

Username (your email address)*

Password *

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Client Account Registration

(Cannot be used by Heritage Accounting & Tax Services employees*)

The form below is for clients of Heritage Accounting & Tax Services to register as a user. Once your account is approved you will receive a confirmation email.

*Important: Employees of Heritage Accounting & Tax Services - DO NOT REGISTER HERE. Instead, your Administrator needs to set you up as a Firm User.

First Name *

Last Name *

Company *

Email *

Confirm Email *

Password * Your password must be at least 8 characters, with one letter, one number, and one special character.

Confirm Password *

Upload as Guest

(Cannot be used by Heritage Accounting & Tax Services employees)

Guest uploads are limited to one file.

First Name *

Last Name *

Company

Email *

Select File

Upload File(s)

* Required fields

Send To *

Email Message

Send Default Message
Send Custom Message

Message *

Signature

Save this as a canned message

Give your canned message a title: You can edit your canned messages under "Account Management." If you keep the same name as a previously-saved message, your old message will be updated.

Upload File Only

Click 'Add a File' below or drag and drop files here

Add a File

Notify Me When File Is About to be Removed:

Yes No

Your account currently has 50GB of storage remaining.

Please Note: 500 MB max per upload

SENDING EXCEL FILES: Please save your Excel file as CSV. Excel Files do not transfer properly.

File(s) uploading. One moment please... You will be redirected to a page where you can compose your custom email message. One moment please...

Upload Files to Heritage Accounting & Tax Services

* Required fields

SENDING EXCEL FILES: Please save your Excel file as CSV. Excel Files do not transfer properly.

Click 'Add a File' below or drag and drop files here

Add a File

File(s) uploading. One moment please...

One moment please