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.
No more waiting for documents to arrive in the mail. If you don’t already have an account, create one below. If you’re an existing client, we’ll approve your access so you can begin sharing your files with us from home, the office, anywhere.