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Using ShareFile

ShareFile

We are excited to launch our new client portal, ShareFile, firm-wide for the upcoming 2018/2019 tax season.

Request a new ShareFile account below and use this page a resource on setting up your new account and using the program.

Contact:
If you have any questions, contact Kasia by phone at 617-471-1120 or via email at [email protected]

1. Request your account

To begin using ShareFile, please enter your name and email address in the form to the right.

If applicable, enter your company/business name.  Individuals can leave this field blank.  If you would like multiple people within your organization to have access to your ShareFile account, please list their names and email addresses in the comments section.

After submitting your request, our staff will set up your account on our end and will be in touch with you soon after to complete the setup process.  Due to the number of account requests that we receive, do not be alarmed if you do not hear from us right away.

Thank you!

Why ShareFile?

ShareFile is the safest, most secure way to share private documentation between our firm and our clients.  More than 65,000 companies trust ShareFile to protect their clients’ private data because anytime files are transferred, they are fully encrypted ensuring that the only people who can view this information are the ones who are supposed to!

Not only is ShareFile safe, but it also offers the added benefit of convenience.  ShareFile can be used on any device with an internet connection – PC, Tablet, or Smartphone –  so you can view, upload, and sign documents both safely and easily.

Also, with our upgrade to ShareFile, we are becoming a much greener firm as ShareFile will eliminate the need to print thousands of tax returns and other client documentation.

*Please note:  We will no longer be sending you any documents or flash drives in the US Mail. Once a file is downloaded into your portal by our office you will be notified via email about the file. You will have to set up a password and after that, you can access the portal with that password at any time. You can download the files, print them for your records or save them to your local drive.

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2. Setup your account

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