Dropbox allows you to upload files and then share those files or an entire folder’s contents using a secure link you send only to people you want to see the files.

To share a Dropbox link to a file or folder . . .

1. Create a shared folder in your Dropbox account. We suggest calling it “AmeriTax” and also suggest you add the current year to the folder name. Your result would look something like this: AmeriTax2023.
2. Make sure any files you want to share are already uploaded to your Dropbox account.
3. Once uploaded, navigate to the file or entire folder you want to share and right-click the file or folder for a pop-up menu to appear, or roll over the file or folder name until a contextual menu appears in the far-right column of your screens.
4. In the pop-up menu click Share> and then choose “Share with Dropbox.” In the contextual menu, select the Share icon.
5. A pop-up box opens with various sharing options.
6. Leave the option “Anyone with this link:” set to “can edit.”
7. Add the following email addresses to the “Add an email or name” field: ameritax3327@gmail.com
8. You can add a note to us if you like (and we’d also like you to send us an email to let us you know have uploaded documents)
9. Choose “Create and copy link.” This link will be automatically copied to your clipboard.
10. Next, click on the “Share folder” button. This will send an email to AmeriTax letting us know you have shared a file or folder. (Alternately, you can skip steps #7 and #8 and simply “Create and copy link” and send it to us via email yourself.
11. You can also unshare a folder or file at any time by following the steps to “share a folder” or file and clicking on the gear icon.
12. In the resulting settings box, choose the “Link for editing” tab.
13. Click on “Delete link” to stop sharing the folder or file.
14. If you also previously created a “Link for viewing” this file or folder, repeat steps #12 and #13 for the “Link for viewing” tab.