Client Portal Welcome Letter
Posted by Kim Chen on January 9th, 2015
Our Firm starts using Share File to transfer, store and access our clients’ tax returns and other financial documents. We sent out a “Welcome Share File Letter” to our clients as follow:
Welcome! You have been added to the account for ROGERS WOOD HILL STARMAN & GUSTASON.
Note From Kim:
________________________________________
Dear client:
As a valued client we want to offer you a secure, password-protected portal to transfer, store and access your tax returns and other financial documents. ShareFile is a password-protected portal can be used to transfer information back & forth between yourself and our firm. The portal is available from anywhere that you have internet access. The portal offers a higher level of security and the ability to transfer a larger volume of data when compared with email systems. ShareFile allows us to work together efficiently by securely exchanging working documents, scanned receipts, and even very large QuickBooks files.
If you wish to have access to your online portal, please activate your account by clicking the link below. Below the link is a message from ShareFile detailing its operation. Send us an email authorizing us to upload e-copies of your 2013 income tax return and the 2014 tax organizer to your ShareFile account. Please note that you will still have the ability to print out the organizer if you don’t want to use it electronically but would still like to use it as a guide.
If you would like to opt out of the Client Portal, please send an email (rwhsg@rwhsgcpa.com) to notify us. We will mail your organizer the old fashioned way.
We will also send you a ShareFile user’s guide and instruction video on how to upload and download a file from your shareFile account following this email.
You can always go to our website http://rwhsgcpa.sharefile.com to login to your ShareFile account. To contact us with any questions on your client portal or organizer, please call us at 239-262-1040 or email to Kim Chen (kchen@rwhsgcpa.com) or Sean Nolan (snolan@rwhsgcpa.com).
________________________________________
Activating your account will allow you to create your password. This link is unique to you and must be used within the next 30 days.
Kim Chen, CPA
