ShareFile

Client portal

October 28, 2024

Contributed by:

J C

NOTES:

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

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

Sign into your client portal for first time

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

Open the email and select Activate Account.
When the ShareFile Welcome screen displays, select Continue.
In the How do you want to sign in? screen, select Create a ShareFile password.

Note:

ShareFile now allows clients to use a social sign in. For more information on using a social account to sign into ShareFile, see ShareFile Social sign in.
Create a ShareFile password for your account using the requirements stated on the page.
Select Create password.

Your ShareFile Client portal page displays.

Using your Client Portal to manage project tasks

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

From your client portal, select the Select a project dropdown to choose a project for Open tasks.
Select the Open tasks tab to review items you need to complete.
Select the Completed tasks tab to review tasks you have completed.
Select the Files tab to review the files you have submitted.

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.

Was this helpful

Client portal

October 28, 2024

Contributed by:

J C

October 28, 2024

Contributed by:

J C

Client portal

Sign into your client portal for first time

Using your Client Portal to manage project tasks

In this article