Document Portal

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powered by Citrix ShareFile

Our document portal provides online access to your business files.  The following screen images explain how to use the document portal and the types of available files.

Home

Once logged in, a folder tree listing annual and a permanent files is displayed.

Annual Folders

Annual folders contain files related to a specific year.   The example company has access to financial statements, IOLTA account reconciliations, bank statements and other financial documents.

Permanent Files

Permanent files are documents that span multiple years.  Examples include business entity setup documents, initial tax ID documents and  tax elections.

Security

We use ShareFile, a division of Citix, for our document portal.  When logged in, the url will include the ShareFile.com domain.  ShareFile uses SSAE 16 audited data centers and additional security information is available here.  Sensitive financial documents are not being hosted on a spare laptop in our closet.