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

 

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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