ShareFile Portal
ShareFile
Kurzman, Dempsey & Kowalker, LLP is now using ShareFile which provides our clients with the ability to share information with us quickly, easily, and safely.
Why ShareFile?
ShareFile is the safest, most secure way to share private documentation between our firm and our clients. More than 65,000 companies trust ShareFile to protect their clients’ private data because anytime files are transferred, they are fully encrypted ensuring that the only people who can view this information are the ones who are supposed to!
Not only is ShareFile safe, but it also offers the added benefit of convenience. ShareFile can be used on any device with an internet connection – PC, Tablet, or Smartphone – so you can view, upload, and sign documents both safely and easily.
Also, with our upgrade to ShareFile, we are becoming a much greener firm as ShareFile will eliminate the need to print thousands of tax returns and other client documentation.
Already have a ShareFile Account:
Log into your Sharefile Portal Login Here
Questions:
If you have any questions, or if you would like a ShareFile account contact Carmen Matloff, Firm Administrator by phone at 781-828-9420 or via email at cmatloff@kdk-cpa.com.
Forgot your Password:
To reset your password, click on Forgot Password to reset. You will then reset your password and after that, you can access the portal with that password at any time. You can download the files, print them for your records or save them to your local drive.
Password Requirements:
By default, all passwords must contain:
- Must contain a minimum of 8 characters
- Must contain 1 upper case and 1 lower case letter
- Must contain at least 1 number(s)
- Must contain at least 1 of these special characters: ! " # $ % ^ & * ( ) - _ + = / . ? \ [ ] | ` ~ @ '
Download pdf instructions:
Getting Started with ShareFile
ShareFile Video Gallery:
