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Client Login and File Transfer

Client Login and File Transfer

If you already have registered a Login identity, click Client Login.

Welcome to our Secure File Transfer service, using ShareFile. You can use our Secure File Transfer service to upload or download private, encrypted files that may be too large for email, or require more security than email, such as financial and tax records. Please note, that IRS regulations require us to send all tax and financial information securely. Instructions for registering and using the Secure File Transfer system are below.

You need to be a registered user to use the system.

To request a Username for our Secure File Transfer service, please send an email with your FIRST and LAST name and the last four digits of your Social Security Number to, with the title “ShareFile Account Request” in the subject line of your email. Upon receipt of your email, an account will be created for you and you will be notified via email.

How to Log In

After you have been notified that your account is active, click the Client Login link to access the Secure File Transfer system. You will need to provide your username (email address) and your password (provided in your email notification) and click the “log in” button. If this is your first time accessing the system, you will be prompted to change your password.

How to Upload Files

Once you are logged in, you can easily upload a file to us.  First, open the folder to which you wish to upload the file (Client Uploaded Files).  Then click the “Upload Files” link.   Use the “Choose Files” tool to locate the file you want to upload from your computer. Click on the file name to select it and then click “Open”. This will place the name of the file into the “Files” box on your screen. In the “Details” area, enter any comments regarding the file you wish to send to us. Finally, click “Upload Files” to complete this process. A box will appear indicating the progress of your upload. Once the upload is complete, we will be notified with an email.

How to Download Files

Once you are logged in you can download a file by clicking on the name of the file you wish to download. This will open a new window showing the file name with an “Open File” link next to it. Click on the “Open File” link which will prompt you to “Save” or “Open” the file to your computer.