ShareFile Secure Client Portal

We are pleased to offer ShareFile, a secure portal for uploading and downloading documents.

Uploading Files

To securely upload documents to our office, please click Here.

Accessing your Online Portal

To view documents we have shared with you -- such as items for review or signature, or finalized tax returns -- please click Here and log in to your registered account.

Please note: Documents cannot be uploaded through your online portal. All uploads must be completed using the link in the Uploading Files section above.

Having Trouble?

If you're unsure whether you've registered or can’t locate your invitation email, please contact our office. We'll be happy to resend your registration link.