Start Filing Your Taxes Today

1.  Login to the Client Portal

(You can Download the ShareFile Portal App below or login via browser from mobile or PC)

2.  Upload your documents on the Client Portal.

3. Your Tax Pro will be in touch with anything needed.


That’s It – Taxes Made EASY !

Click here for Client Portal Login

Client Portal Login

Download Secure Client Portal App:


Don’t have a login?

No Problem!

Let us know and we can get you set up. 

CloudBooks now stores all previous tax files in the Client Portal for you to have 24/7 access.