-
-
-
-
Client portal
This content has been machine translated dynamically.
Dieser Inhalt ist eine maschinelle Übersetzung, die dynamisch erstellt wurde. (Haftungsausschluss)
Cet article a été traduit automatiquement de manière dynamique. (Clause de non responsabilité)
Este artículo lo ha traducido una máquina de forma dinámica. (Aviso legal)
此内容已经过机器动态翻译。 放弃
このコンテンツは動的に機械翻訳されています。免責事項
이 콘텐츠는 동적으로 기계 번역되었습니다. 책임 부인
Este texto foi traduzido automaticamente. (Aviso legal)
Questo contenuto è stato tradotto dinamicamente con traduzione automatica.(Esclusione di responsabilità))
This article has been machine translated.
Dieser Artikel wurde maschinell übersetzt. (Haftungsausschluss)
Ce article a été traduit automatiquement. (Clause de non responsabilité)
Este artículo ha sido traducido automáticamente. (Aviso legal)
この記事は機械翻訳されています.免責事項
이 기사는 기계 번역되었습니다.책임 부인
Este artigo foi traduzido automaticamente.(Aviso legal)
这篇文章已经过机器翻译.放弃
Questo articolo è stato tradotto automaticamente.(Esclusione di responsabilità))
Translation failed!
Client portal
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.
In this article
This Preview product documentation is Citrix Confidential.
You agree to hold this documentation confidential pursuant to the terms of your Citrix Beta/Tech Preview Agreement.
The development, release and timing of any features or functionality described in the Preview documentation remains at our sole discretion and are subject to change without notice or consultation.
The documentation is for informational purposes only and is not a commitment, promise or legal obligation to deliver any material, code or functionality and should not be relied upon in making Citrix product purchase decisions.
If you do not agree, select I DO NOT AGREE to exit.