Sending Confidential Information to Patriot Support
If you need to send confidential information to our Customer Support Department, such as set-up forms or Full Service Payroll authorization forms, you can securely upload files directly in the software. You can upload one file at a time. Here’s how:
Settings > Account Activity > View/Upload Files to Support
- Click Add File.
- Click Choose File, and find the file on your computer.
- Enter an optional description of the file, such as “Tax Authorization Form.”
- Click Add to send the file to Support.
- Your uploaded file will appear in the “Uploaded Files” list. Our Customer Support Department will be notified that your file has been sent. There is nothing further you need to do.
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