Client Portal
​
For each of our clients, we create a personal portal via Citrix Sharefile. We email an invitation that includes your username and temporary password to your personal portal. You may also access your personal portal via a mobile app. This feature allows you to scan or take photos of your financial documents and upload them to our shared files . The links to download the app for either iPhone/iPad and Android devices are provided below.
​
​
To Get Started:​
-
Using your username and temporary password emailed to you, log in for the first time.
-
Update your temporary password once you have logged into your account with a permanent password. If this has already been done, you can move to step 3.
-
Once you have logged in, you will be able to view all the folders associated with your account.
-
Click on the folder you would like to open in order to access those files.
-
Either "download", print or save your files to your computer.
-
To upload documents, click on the top right corner where it says "Upload Documents". Select the files you wish to upload and click "upload".
-
When finished, click "Log Out" in the top right corner.
Sharefile Mobile Apps
​
Now, you can send us photos of your financial documents securely via your mobile device!
