Secure Portals for Clients
We strive to provide our clients with excellent service and are always looking for ways to make communication with us as easy as possible. That is why we are excited to be able to offer all our clients secure portals through ShareFile.
Client portals are an excellent way to exchange files securely and reduce the amount of paper used. We can set up a secure portal for you for which you create your own password and then can upload files securely, as well as download files we share with you.
To request a secure portal, fill out the portal request form on our website. Our team will set up a portal for you within 1-2 business days or will contact you if they have any questions.
Once our team has set up your portal, you will receive a Welcome Email notification from ShareFile Support. Your Welcome Email will include a link to activate your account and create your password. Make sure to check your spam/junk folder if you don’t see the email within 1-2 business days.
Once set up, you can access your secure portal anytime by going to https://hawthornecpa.sharefile.com/, or by clicking on the “Client Portal” button on our website.
To help familiarize yourself with your new portal, check out this ShareFile Client Guide to help get you started accessing, downloading, and uploading files.
If you have any questions, please respond to this email or contact our office at 206-243-2336.
** This information is provided for general educational purposes only. Before taking any action based on this information, we strongly encourage you to consult with a professional accounting advisor about your specific situation.