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Instructions for Uploading Documents Securely

As the impact of coronavirus (COVID-19) continues to evolve, we wanted to make all clients aware of the options available to them when it comes to submitting documents.

In an effort to protect our employees, clients, vendors, and visitors, we have closed our offices to non-employees, following protocols recommended by the Centers for Disease Control (CDC). We continue to operate and are working diligently to serve our valued clients. Our offices are still accepting physical drop-offs, however, instructions may be posted with location-specific instructions.

If you would like to submit documents securely online, please contact your Blue & Co. advisor or use our contact form, and we can send you a personalized document request portal to securely upload your files. 

research and development

Manufacturers: It’s Time to Rethink Your R&D Tax Strategy

By Stephen Stringer, CPA, Director and Amy Sandlin, CPA, Senior Manager at Blue & Co. LLC News of incredible technological advancement and the rapid pace at which it is changing […]

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segregation of duties chart

What is Segregation of Duties and Why Is It Important to Not-for-Profit Organizations?

By Greg Jackson, CPA, Principal, at Blue & Co. What is Segregation of Duties? According to the American Institute of Certified Public Accountants, segregation of duties is a basic building […]

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succession planning

Succession Planning for Not-For-Profits: Preparing for the Expected and Unexpected

By Jason Terwilliger, CPA, CIA, Senior Manager, at Blue & Co. The uncertain times in which we find ourselves often requires us to be more agile and expectant than usual […]

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