Secure Client Portal

Herndon CPA uses Sharefile by Citrix for a secure client portal.

Information we need from the client, like tax documents, Quickbooks files, etc., and documents we prepare for your review, can all be uploaded to Sharefile.  It is as simple as logging in and dragging and dropping.

To protect your data, never send us confidential information via email.  Upload it to our secure client portal instead.

Here is the link –

Secure Client Portal