Client Portals & File Drop

PORTAL – Click here to sign in to your ShareFile portal (Preferred)

FILE DROP – Use this option if you do not have a portal. Please fill in the following information below so that we may identify the client/taxpayer associated with the documents:

    • Email address,
    • Name, and
    • Company (please type N/A if not applicable).

Note – all fields are required

 

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.