Client

We use ShareFile to provide you with a safe, convenient way to send us your confidential tax and financial documents.
ShareFile uses bank-level encryption and secure login to protect your files while they are in transit and stored.

How it works:

1. Log in to your secure ShareFile portal using the link provided.
    
2. Upload your documents directly from your computer, phone, or tablet.
    
3. We’re notified instantly, so we can start reviewing your files right away.
    

Why use ShareFile?

• Protects sensitive data from being intercepted in email.
   
• Handles large files that may not send by email.
   
• Easy to use from anywhere, at any time.
   

Please use ShareFile for all document submissions to ensure your information stays secure.

 Secure Document Sharing with Suralink

We use Suralink to safely collect and share your documents.
It’s your private, secure portal — no risky email attachments or lost files.

How it works:

1. Click the link we send to log in to Suralink.
    
2. Upload the documents listed in your request list.
    
3. We review them instantly and can securely send files back to you.
    

Fast, organized, and bank-level secure — so you can focus on what matters most.