1
Open the portal
Click the ShareFile link below or the one in your invitation email. We recommend bookmarking it for easy access.
Secure Portal
Using ShareFile
ShareFile is our secure, encrypted client portal for exchanging sensitive documents. This quick guide walks you through logging in, uploading, and downloading files.
Step 1
How to log in
Getting into the portal takes less than a minute.
2
Enter your credentials
Sign in with the email address we have on file and the password you created. First-time users receive an activation email to set a password.
3
Reset if needed
Forgot your password? Use the “Forgot Password” link on the sign-in screen to reset it securely by email.
Uploading documents to us
- 1Once signed in, open the folder we have shared with you.
- 2Click “Upload” (or drag your files directly into the folder).
- 3Select the documents from your device and confirm the upload.
- 4Wait for the green confirmation that each file finished uploading.
Downloading documents from us
- 1Open the folder where we have placed your documents.
- 2Check the box next to the file, or hover over it, to select it.
- 3Click “Download” to save it securely to your device.
- 4Open the file from your downloads folder to review or print it.
Why It Matters
Why we exchange documents securely
Your tax and financial documents contain exactly the kind of information bad actors look for — Social Security numbers, account numbers, and income details. Standard email and postal mail were never designed to protect data like that.
ShareFile encrypts your files in transit and at rest and limits access to the people who are supposed to see them. Using the portal protects you, protects us, and keeps us aligned with our professional confidentiality obligations.
Need a hand?
If you run into trouble logging in or uploading a file, we are happy to walk you through it.
- Email: info@msmadvisors.net
- Phone: 678-804-5530
Looking for another tool? Visit the Client Resource Hub.
Let's talk about your business
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