As a valued client, you can use our secure file sharing tool (electronic filing cabinet) to store, access and send your confidential, encrypted financial documents from anywhere at anytime directly to our CPA office.
Whether you're at work, home or on vacation, you can always have access to your tax returns, financial work papers or accounting database. This portal allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
PLEASE NOTE: You should have received an email from us prompting you to activate your ShareFile Account. If you are a new client or you did not activate your ShareFile Account when you received the email, please contact our office at 305-293-0265, ext. 0# and we will be happy to assist you.