Client Portal

Once your scheduling session is complete and we’ve agreed on a fee, I will create your secure client portal.

You’ll receive access to the portal here:

👉 Sharefile Client Access

ShareFile uses encrypted storage to protect your information.

Through the portal, you will be able to:

• Upload tax documents securely

• Review your completed tax return prior to filing

• Sign engagement letters and tax forms electronically

• Download copies of your finalized return

Please do not email tax documents. All documents should be uploaded through the secure client portal.

If you run into issues with viewing portal access, please reach out via Contact Me or jessica.allyn@eallyn.com