Client Portal

CLIENTS CLICK THE BUTTON TO LOGIN TO YOUR PRIVATE PORTAL

Login to ShareFile

At Stanley G. Boatwright, PC we provide clients access to a secure online portal to store and share important financial documents. By uploading files to the portal, clients have access to them anywhere there’s a computer and working Internet connection.

The portal also allows SGBPC and clients to work together efficiently by securely exchanging working documents, scanned receipts, large QuickBooks files, etc. Portals provide a more secure and robust collaboration experience. For example, in the past, clients had to physically bring their QuickBooks files to their accountants using a physical medium (floppy disk, CD, flash drive, etc.). Email has restrictions on attachment size and is insecure besides. With the portal, those inconveniences are over.

For more information on the security of the portal, please refer to ShareFile’s ​Security and Compliance.