office (206) 682-9200
fax (206) 292-9272
toll-free (800) 579-5233


Data Protection

  • Your Data Is Protected with ShareFile
    • SSAE 16 audited data centers
    • Ballistic-proof exterior, including doors & windows
    • Fingerprint scanners and ID checking for all entry and exit of the facility
    • Double Man Traps force double verification and provides extra secure data center entry
    • Redundant off-site monitoring of all security systems
    • Locked Cabinets and Cages


Client Access

Access the Client Portal. The Portal is a secure method to send or receive computer files, such as copies of tax returns, QuickBooks files or other data. 

Sharefile Access Instructions

To use the Portal, you need to request a Username and Password. Click on the link below and log into the Portal with your User Name and Password.  There is a folder with your name, and this is where the files I send you will be found, or where you should place the files you are uploading.  For security purposes, files will be deleted after they are downloaded, or after one week.

To access the Portal, click on the link below.