Current clients
Client portal
Use our secure ShareFile account to upload documents to the firm. It’s encrypted, private and safer than email.
ShareFile
Our secure ShareFile account
Sign in with the ShareFile credentials we set up for you. The login page opens in a new tab.
Sign in to ShareFileHow it works
- Sign in
Use the button to open ShareFile and sign in with your client login.
- Upload your files
Drag in PDFs, photos or spreadsheets: W-2s, 1099s, statements and notices.
- We’ll take it from there
We’re notified when new files arrive and will follow up if anything’s missing.
Need a login or having trouble signing in? Call us at (919) 468-5151 and we’ll get you set up.