ShareFile

Client portal

September 26, 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.

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.

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

September 26, 2024

Contributed by:

J C

September 26, 2024

Contributed by:

J C

Client portal

Sign into your client portal

Using My Tasks

In this article