Instructions for sending DunlapSLK Your Information

The following are the best ways to get your information to us:

DunlapSLK Office Drop Off

If you’re dropping documents off when our office is closed, there is a secure mailbox to the right of the front door of our office located at 1300 Horizon Drive, Suite 106, Chalfont. You may drop your information there at your convenience. When using the Drop Box, please package your item as compactly and securely as possible and be sure it falls into the bottom of the box. The box is monitored and checked daily.

Client Portal

In the bar at the top of our website at www.dunlapslk.com you will see a link for Client Portal. You may select the Suralink Portal or Other Client Portal, but both require that you have an existing account set up. If you’d like to set up a portal, please contact your DunlapSLK team member. If you do not have an account, the next best option is to use the File Upload feature on our Website (see instructions below).

DunlapSLK Website File Upload

Website File Upload Instructions – PC

Website File Upload Instructions – Mobile Device

US Mail

Send your information via the US Postal Service (or other delivery service such as FedEx or UPS) to our office at: 1300 Horizon Drive, Suite 106, Chalfont, PA 18914.

Please note that sending your information by US Mail will result in a slower processing time.

Using a PC

Hover over File Upload Options in the bar at the top of our website at www.dunlapslk.com.
Select “Other File Upload.” (NOTE: If you are sending us an e-FIle Authorization, select “e-File Authorization Form Upload” instead).
Enter the information requested (Email, First Name, Last Name, and Company (if applicable) and then click “Continue.”
Choose a Recipient from the drop down menu at top left. If you do not see your DunlapSLK Team member listed, choose @DunlapSLK Office and a member of our Admin team will ensure your information gets to the appropriate person.
Browse files to find the documents on your PC that you would like to send. If you have more than one document to send, click “+Add more.”
When you have finished attaching all of your documents, click “Upload.”
You will see the upload progress to the right of your document name.
When you get the “Uploaded” message, your document has been successfully sent.

Using a Mobile Device

On the mobile version of our website at www.dunlapslk.com, tap on the menu (three horizontal bars) at top right.
From the drop down menu, select “File Upload Options” then “Other File Upload.”
NOTE: If you are sending us an e-File Authorization, select “e-File Authorization Form Upload” instead.
Enter the information requested (Email, First Name, Last Name, and Company (if applicable) and then click “Continue.”
Choose a Recipient from the drop down menu at top left. If you do not see your DunlapSLK Team member listed, choose @DunlapSLK Office and a member of our Admin team will ensure your information gets to the appropriate person.
Tap “Browse Files.” You now have the option to either browse your phone for the files you would like to attach or use “Take Photo” to take a picture of your document to attach and send.
If you need to add more documents or photos, tap “+Add more” at top right.
When you are done attaching files, tap “Upload.”
You will see the upload progress to the right of your document name.
When you get the “Uploaded” message, your document has been successfully sent.