Secure Client Portal

If you were sent a ShareFile link, you can access the folder here. We use ShareFile to exchange files OTHER than tax returns, and for data exchanges with non-clients.

Access your ShareFile folder

Forgot your ShareFile password?

Guide: Using the ShareFile Portal


If you were sent a SecureFilePro link, click here to access your folder. We use SecureFilePro to exchange tax returns and related documents with our tax and accounting clients.

Access your Secure File Pro folder

Forgot your Secure File Pro username or password?