Client Resources Plus

Innovative Accounting Solutions

Call 503-254-5533

Schedule A Meeting

Appointment Calendar

We make things convenient for you. Schedule an appointment with us using our online appointment booking calendar and one of our accountants will attend to you on your accounting needs.

Client Share File

Use our Client Resources to schedule an appointment using our online booking system, upload and download files, read our newsletter, and make payments.

ShareFile Setup Instructions

Please contact our office before you log into ShareFile for the first time. There is no charge to use ShareFile, but you must get an initial link from our office.

To view or share files with our office using ShareFile:

Establishing your username and password

If this is your first time accessing ShareFile, you will need to create a password. Please make note of this, we do not have access to it. If you lose it, you will need to reset it.
Please note, your password must meet the following requirements:

  • At least 1 upper case letter
  • At least 1 lower case letter
  • At least 1 number
  • At least 8 characters in length

Logging and Accessing Files in ShareFile

To upload/download log in at www.sharefile.com On the left side of the page, click on FOLDERS. Then click on SHARED FOLDERS. (any folders we have shared with you will appear here). Once you open the folder we have shared with you, you can download any files that are in that folder. If you would like to upload documents to us, please drag and drop them into that folder and we will be notified that you have added documents for us.

Receive Our Newsletter

We always make sure you are updated with latest news and updates about taxes and strategies. Our newsletter contains valuable information about IRS updates and tax tips.

Make A Payment

We are accepting payments online on all major credit cards. Click the “Make a Payment” link below to make a payment on your account.

Other Resources and Links

External links that can help you in your taxes and accounts.

The IRS website

Download forms and get the latest info on tax laws and regulations.

http://www.irs.gov/

State of Oregon tax forms

Download state tax forms from the State of Oregon.

https://www.taxadmin.org/state-tax-forms

U.S. State tax forms

Download state tax forms from any state in the United States.

https://www.taxadmin.org/state-tax-forms

Oregon Department of Revenue

Information on property tax, kicker, tax regulations, and tax forms.

http://www.oregon.gov/DOR/

Oregon Employment Department

Downloadable electronic filing software, forms, and information.

http://www.emp.state.or.us/

Washington Employment Security

Payroll tax information, electronic filing software, and downloadable forms.

https://www.esd.wa.gov/

Pin It on Pinterest

Share This