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:

  1. Either click Browse to select individual files or drag & drop your files to create a list of files to be uploaded.
  2. 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.