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.