Client Portal

Secure Online Portal Access via ShareFile Portal

The ShareFile Portal provides a secure, convenient way for you to access documents and exchange information. It allows you to access, anytime and anywhere, tax returns, financial statements and other important documents stored on the portal, as well as gives you the ability to upload your files and documents for our use.

If you have any questions regarding the use and operation of the ShareFile Portal, or need help registering your account, please do not hesitate to e-mail our team, Suzanne King ( or Andrea Moulton (

Sharefile Access Portal