Call us or email us to make your remote appointment for the 2024 Tax Season and we will send you an email confirmation with a link to register for the 2024 portal.

Your confirmation email will include all of your appointment information and a link to download and fill out the 2024 Info Sheet, as well as a link to upload your documents and register for the Secure Client Portal.

Now that you filled out your Info-Sheet and prepared all your files, click on the registration link in the email and fill out the registration form online. Make sure to upload all your documents using the "CHOOSE FILE" button on the bottom of the registration form.

Once you are all finished registering and uploading your files, you will receive an email from ShareFile to create your password and log in to your Secure Client Portal. Log in and make sure all your files uploaded successfully during registration. If you missed anything, just upload them directly to the portal using your new login information. To log in, click the betton below.