Client Portals & File Drop
PORTAL – Click here to sign in to your ShareFile portal
FILE DROP – If you do not have a portal, click here to send files securely through ShareFile File Drop
- Note for File Drop – You will need to choose Tax Documents, Upload from the dropdown list before uploading your confidential/tax documents.
To upload multiple files at one time:
- Either click Browse to select individual files or drag & drop your files to create a list of files to be uploaded.
- Then click the Upload button. The files will not be uploaded until you have completed this step.
This will send all files to us with a single email notification to our administrative staff.