Notice:
All uploaded documents will be deleted by individualized Systems staff once downloaded or 60 days after upload, whichever is sooner. Please download your documents from us promptly.

ALL uploads to Individualized Systems MUST BE NAMED and DATED. We will not accept unnamed or numbered documents.

Please sort your uploads into the correct “Bookkeeping”  or “Taxes” sub-folders  which can be found inside the main “From Client” folder in your personal file.

If you are not certain where it goes you can place it in the subfolder named  “Other”.

We accept ONLY documents in Excel, Word or PDF format. No other formats can be viewed.