Our Client File Share tool is a web-based document sharing application that provides our clients, partners and associates with secure access to files. With Client File Share, you can securely upload, download and view critical files that you share with our team, and only our team via the convenience of the internet. Use Client File Share to upload documents like Quickbooks data, financial statements, and prior year tax returns.
Our FileShare application has changed and requires each client to create a new account. Please reach out to us before attempting to log in. Thank you for your understanding!