Online service
Clients have been set up with a TRACC Sharefile folder. Log on to http://tracc.sharefile.com using the email you have provided us. There is an option to reset your password if required.
The first time you access your folder you must select "Forgot Password".
To avoid additional handling charges. PLEASE DO NOT UPLOAD any documents UNTIL YOU HAVE ALL YOUR DOCUMENTATION READY.
Once logged into TRACC Sharefile, you should see a plus symbol + in the upper right hand corner. When you click on that you will be presented with a dialog with “Upload” click that. You can drag or select your documents onto that page, then click the upload button.
Documents need to be clearly readable. Unusable documents or documents requiring a password will need to be reuploaded. (See examples provided)
Upload your slips/documents in PDF format, if possible. Each slip/document should be uploaded separately rather than a single PDF and each should have a unique name that represents the contents. Example: John T4, John RRSP 1st 60 days, Jane T4, Jane RRSP 1st 60 days, etc.
Sample of Good Image
The image is:
- Clear and readable
- Right side up
- Aligned
Not Readable - Fuzzy
Not usable - Too much table
The resolution is poor
Not usable - Too much table
Not usable - Too much table
When taking the image, fill the image with the document and eliminate any surrounding image such as the table.
Crooked
The image should squarely fill the page.
Sideways/upside down
The image should be right side up, not sideways or upside down.