ShareFile secure document presentation

Welcome to our new way to securely transfer and review documents and tax returns via ShareFile.  You also will be able to electronically sign documents through RightSignature.

The ShareFile app offers convenient access to your private file folder using your desktop or on-the-go through your mobile device. With this app you’ll see your personal folder, where you can upload documents to us and view your completed Tax Returns and other documents we have sent you.

With the ShareFile app you can also easily upload photos (e.g. snap a picture of that W-2!) or files from your mobile device. Download the free ShareFile app and contact our office for your login information.

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.