As a valued client you get a secure, password protected portal to upload your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you can always upload your tax returns, financial work papers, or accounting database.
This system allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the secure ShareFile Exchange system, please log in below. If this is your first time accessing ShareFile, please contact us so we can create your individual client file.