Paisley & Elm has created a place where you can securely access your Cost Reports, Financials, Tax returns, Paisley & Elm, LLC  invoices, and the other documents we generate for you. This is also the place to go to upload the files and forms that we need to work on your behalf (e.g: QuickBook files, .pdf checklists etc.).

Our File Cabinet is secured using SSL encryption with multi factor authentication and is HIPAA compliant. The files are stored securely and can be accessed anytime. The system provides a safe and reliable way to exchange files and documents and it provides compliance with current and forthcoming State and Federal standards.

Only authorized users may access your File Cabinet. Do not give your login and password to colleagues or employees. Ask them instead to register under their own name and then request from you the right to access YOUR File Cabinet. The right to access your File Cabinet can only be granted or revoked by you from within your File Cabinet. Note that having multiple File Cabinets means that different documents may be stored in different locations. Think of your electronic File Cabinet as a physical cabinet.

If you are a client of our firm and do not yet have a File Cabinet, Please contact us for your initial login here. You will receive an email asking you to verify your email address and you will be granted access to your File Cabinet. We will then proceed to load your documents into your cabinet.

If you can, when sending us documents, please zip your larger files to reduce their size and facilitate their upload and retrieval. Accepted formats for uploads are .zip, .pdf, .doc, .docx, .xls, .xlsx, .xlsb, .xlw, as well as .qbw, .qbx, .qba, .qby, .qbb, .qbm, and .iff for QuickBooks. The preferred formats for QuickBook files are .qbm (compressed), .qbx or .qbb.

Once you are logged-in, please use the tabs to navigate within your File Cabinet. Upload the files and forms that we need to work on your behalf in the Filings tab.

To learn more on how to use the system visit the Help and FAQ tabs inside the File Cabinet.

If you have any questions please send us an email to ccoppney@medcostreports.com.

Get started today!