Client login
Log in to ShareFile
Existing clients upload documents and download returns through our secure ShareFile portal.
Already a client?
Upload documents and download your returns through our secure ShareFile portal.
How to log in
-
Step 1: Select Log in to ShareFile to open the secure portal in a new tab.
-
Step 2: Sign in with the username and password you set up for ShareFile.
-
Step 3: Upload your documents or download your finished files from your client folder.
Locked out, or never set up an account? Call 260-244-7611 during office hours and we will help you get access.
Please do not send Social Security numbers or tax documents here. Use ShareFile for anything sensitive.