Client Login & Document Upload Center

 

OPTION 1:  Upload to our secure general folder
If you do not have a client ShareFile sign-in and need to upload your documents securely to our portal, please use this link:   Click here to securely upload your Documents

 

OPTION 2:  Upload to the account you have created on our Sharefile secure server
If you already have a client ShareFile login, please access your secure portal using this link:  Click here to sign in to ShareFile

New ShareFile Client Portal Documentation

If you need to send us your tax transcripts, you may access them using this link to the IRS website:   Access your Tax Transcripts Online

 

If you need assistance with uploading your documents or accessing your portal, please send us an e-mail.

 

Go Mobile!  ShareFile has an app for you phone:
App for iPhone
App for Android 

 

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