ShareFile – Secure Client Portal

Safeguarding your personal and financial information is not only one of our highest priorities, but also part of a CPA’s professional responsibility. We understand the level of trust you place in us when you share sensitive documents, and we take that responsibility seriously.

We utilize ShareFile as our secure client portal and transfer system to help protect your data and securely exchange documents. We recommend all confidential and sensitive information be sent via your ShareFile client portal rather than email or another unsecure method.

We recommend setting up Multi-Factor Authentication (MFA) for your ShareFile account (see user support links for instructions). Clients may use the below link to log in.