ShareFile Secure Portal
Upload and download sensitive documents through our encrypted client portal. This is the safest way to exchange tax records and financial statements with us.
Open ShareFile
For Our Clients
Client Resource Hub
A single home for the tools and information our clients use most — secure portals, worksheets, how-to guides, and tax season help.
Everything in one place
Resources to make working together effortless
Bookmark this page. Whether you need to send us a document securely or prepare for tax season, you will find what you need right here.
Financial Cents Client Portal
Track requests, share information, and stay on top of what we need from you throughout your engagement in our practice-management portal.
Open Financial CentsFillable Worksheets
Organizers and worksheets that make it easy to gather your business expenses, mileage, home-office details, and more before we get to work.
View worksheetsShareFile How-To Guide
New to our secure portal? Follow our step-by-step guide to log in, upload documents, and download files with confidence.
Read the guideTax Season Information
What to gather, key deadlines to keep in mind, and how to submit your documents securely so filing season goes smoothly.
Prepare for tax seasonClient Referral Program
Know a business owner who could use a trusted CPA? Refer them to MSM Advisors — we would be grateful for the introduction.
Refer a businessA note on security: please use our secure portals — not email or postal mail — when sending sensitive documents such as tax records, Social Security numbers, or financial statements. Learn more in our Confidentiality Statement.
Let's talk about your business
Request your complimentary consultation and get a clear, no-pressure look at how we can help you grow, save on taxes, and gain peace of mind.
Free 30-minute consultation · No obligation · For businesses with $250K+ in annual revenue