top of page
Call (704) 230-4646
Welcome to our Secure Client Portal. Here you can download sensitive files securely.
As a valued client we want to offer you a secure portal to transfer your financial documents. ShareFile is available from anywhere that you have internet access. The portal offers a higher level of security and the ability to transfer a larger volume of data when compared with email systems. ShareFile allows us to work together efficiently by securely exchanging documents, scanned receipts, and even very large QuickBooks files. Just follow the link below.
bottom of page