Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
Instructions for Using Citrix ShareFile:
1) Logging onto your client portal:
- Your Login will be your individual email address.
- If you need your Password reset, please contact us.
2) Viewing documents in ShareFile
Viewing Documents:
- Simply click on the folder you wish to view located within your Personal File.
3) Uploading Documents .
Uploading Documents:
- In the "Documets to CPA Folder" Click the Blue + in the right hand Corner and click Upload.
Note: The "Documents to CPA Folder" will be the only area you are able to Upload documents in the Portal. All other Folders are View/Downoad only.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
