ShareFile

Client portal

June 3, 2024

Contributed by:

J C

NOTES:

For a list of FAQs regarding the new Client Portal, see Client portal FAQ below.

This client portal experience documentation is for accounts that have installed the U.S. Individual Income Tax Return solution.

For the downloadable PDF instructions, see Instructions for the Client - New Client Experience.

Sign into your client portal

We recommend watching this 2-min video about the new client experience:

Use the following instructions to sign into your client portal after receiving a request email from your servcice provider.

Select the email message from your service provider.
From the email message, select Complete request.

The ShareFile Sign-in screen displays.
Sign into your client portal using your credentials.

The My Tasks screen displays with the requests from your service provider.

Using My Tasks

Use the following instructions to manage tasks in the ShareFile client portal.

Select a task from the Open tab.

The task opens in on the right side of the screen.
Complete the task and select Submit.

The Your submission has been recorded confirmation displays.
Select the X in the top right corner to exit the task.
Select the Completed tab to review your completed tasks.

Client portal FAQ

Why can’t I see any items in my client portal?

You have likely not been shared any items that do have a client task associated with it. If your service provider has said otherwise, they will need to contact ShareFile’s customer support to troubleshoot.

Do I still have access to my folders?

Yes, you can click on Folders in the top menu to interact with your shared folders.

Where will all of the documents I upload go?

Your service provider will have access to your files after uploading. You can also go to your completed tasks and download any file uploaded.

Where will I see the documents my service provider shares with me?

Depending on where your service provider puts them, you can find the documents shared with you in the Tax Returns tab or in the folders you are assigned to.

I can no longer see the projects – where did it go?

To streamline and organize client tasks, items in a project assigned to you will appear on your homepage as an individual tax item. You will no longer have to navigate through a project to find what’s outstanding to you.

What is the Tax Returns tab for?

This tab is the recommended location for service providers to upload your completed tax return.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Client portal

June 3, 2024

Contributed by:

J C

June 3, 2024

Contributed by:

J C

Client portal

Sign into your client portal

Using My Tasks

Client portal FAQ

Why can’t I see any items in my client portal?

Do I still have access to my folders?

Where will all of the documents I upload go?

Where will I see the documents my service provider shares with me?

I can no longer see the projects – where did it go?

What is the Tax Returns tab for?

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