1. Client Registration:
Register to begin using our service. During registration you will specify which services you would like to receive during your free trial period.

2. Select Method of upload:
Upon registration, you will be given an efax number. You have a choice of faxing your papers to this eFax number or you will need to upload files to one of our premium secure online storage subscription based services. You can also choose to e-mail your data to an e-mail address that you will be provided uon registration. You can also choose to use online quicken. This will be the most efficient way to keep your account(s) uptodate.

3. The Right Resources upates your account:
Accounting service staff at The Right Resources will update your account with the data received through your updates.

4. The Right Resources will send you backup file back using one of the above methods or if you chose online quicken method, you will be notified via e-mail when update is complete.

5. You upload the data to your financial software or view updated content on quickbooks online.