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ShareFile Client Portal Instructions.

To add another person to your account, please contact our office at 970-247-0506.

Due to IRS regulations, we cannot add a third party (ex. banker, attorney, etc.) to your portal account.

If you would like to forward a copy of your tax return to a third party please follow the instructions for “How do I send a file stored in my account?”

If you would like our office to forward your returns for you, please fill out and submit the FZA Consent Form to Release Tax Information to Third Parties form.

1. Login to your account.
2. Enter your email address associated with the account.
3.  Enter your password, and click Log In. If you cannot remember your password, click Forgot Password.
4. On the Dashboard menu, select Shared Folders to access your uploaded files.

1. Login to your account.
2. Go to Shared Folders and navigate to the folder where you wish to upload files.
3.  Select the Blue Action Button in the upper right corner and select Upload. Or you may drag your files from your computer into the folder area.
4. Click Upload when ready. Your files will be uploaded. (Upload speed can vary based on your internet connection. QuickBook backups may take longer to upload.)
5. Upon successful upload, you will receive an upload notification on your email. If you do not receive an upload notification on your email then your upload was not successful.

1. If you received an emailed upload notification click the link located in the email and login, OR Login on our website with your email and password, go to Shared Folders and locate uploaded files.
2. To preview the file before downloading it, simply click the file name once to open it in the Content Viewer. From the viewer, click the Download button on the right.
3. To download: A single file, right-click the file and select the Download option. Or check the box next the file and select Download. You can download multiple files at once by using the check boxes on the left side of each file name. Select the files then click the Download button that appears in the content menu above the file list.

To protect your confidential information, we recommend sending your portal files through Sharefile. With this method, the recipient receives an email message containing a secure link to download the file.

1. Login to your account, go to Shared Folders and locate the file.
2. Right-click the file and choose the Share option,
   

or click on the document and select Share listed above.

or Open the file  and choose a Share option

Email link to recipient:

1. Select “Get a link”
2. Copy and paste the link in an email to the recipient.
3. When the recipient click the link, a new window will open and they will be able to view and download the file.

Send an encrypted email:

1. Enter the Recipient email address for your message.
2. Enter a Subject for your message. You may enter additional text in the Body of your message if needed.
3. Edit Message Options allows you to customize the following:
   • Send me a copy of this email – Receive a copy of the email message
   • Email me when files are accessed – Receive a notification email when the file is Viewed or Downloaded
   • Encrypt message – This feature is only available to users with Encrypted Email enabled.
   • Require recipients to log in – Require that recipients log in with their ShareFile account. If your recipient is not already a user on your account, they will be required to create a username and password before accessing the file.
   • Access expires – Set how long you want the download link to be accessible. If sending a file stored on your computer, this will default to the 3 year period from the documents upload date.  If you wish to set an expiration date after sending, plesae go to Sent Messages in the Inbox located on the Dashboard on your account and update expiration date.
   • Accesses per user – Limit the number of views or downloads
   • Always link to the latest version of the file – This feature is only available to users with File Versioning enabled.
   • Remember subject and custom message for next time – Save the subject and custom message so that it will be preset the next time you send a file.
4. Add More allows you to select additional files to include with your message.
   • If sending files stored on your computer, a copy of the file will automatically be uploaded to your File Box.
   • If adding from ShareFile, use the folder tree menu to select which files to add.
5. Click Send when ready. You will receive confirmation that the message was sent successfully. If sending files stored on your computer, the file will not send until the file is uploaded to your File Box. Please do not exit the menu until the success message is shown.

The recipient will receive an email from “mail@sf-notifications.com” on behalf of the the ShareFile user that sent the message. Your recipient can then click the provided link to access the files.

If you are signing e-file consent form(s) for a tax return, please sign and submit by the filing deadline. You will receive an email from our office requesting an electronic signature, click the link on the email and follow the prompts. Married Filing Jointly 1040 returns will receive two signature request emails. Both the taxpayer and spouse will need to verify their ID before signing the forms.

The IRS requires you to verify your identity before signing the e-file consent forms.

1. Enter your personal information as requested.

• • A sample NC address is provided on the form, please type over it.
  • Once the information is entered correctly the “Submit” button will activate.
  •  If the program does not allow you to submit the form, then a required field is either missing or entered incorrectly.

2.  Review each question and answer correctly.

• • The questions are auto-generated by the software and will reference your prior and present personal information.
  • If you do not see any questions, please clear your browsing history and try logging in again.
  • If you are locked out after three login attempts, please contact our office (970-247-0506).
  • Review your return before submitting the signed e-file forms.
  • Once we receive your signed forms, the return will be filed.

To access your documents:

1. Go to the Login page.
2. Enter your email address associated with the account.
3.  Enter your password, and click Log In. If you cannot remember your password, click Forgot Password.
4. On the Dashboard menu, select Shared Folders to access your uploaded files.
5. The returns are located in the following folders: Shared Folder > Client Name> Individual or Business Folder>20xx> Final Tax Return

Your access to files in the portal will be for 3 years from upload date. Once the 3 year period ends, the returns and supporting documentation will automatically delete from the portal. We will retain a copy of your return and supporting documentation in accordance with our 7 year retention policy for current clients. (Please see our record retention recommendations.)

You are responsible for downloading and retaining copies of all tax returns for your own records after the 3-year period. Please see our record retention recommendations.