We are now using ShareFile to provide our clients with a quick and easy way to access documents through cloud-based file-sharing. With ShareFile, we have created a secure client portal which will allow you to easily access, upload, edit, and collaborate on your documents at any time by simply logging in to your account or clicking on a link that you are provided.
When you are ready to access ShareFile for the first time, you will need to activate your account. You’ll receive an email from ShareFile Support which will direct you to activate your New Client Account.
If you don’t have an active ShareFile account, you will need to contact Capital Clarity to get one.
After logging in, you’ll be taken to your FOLDERS menu which is the first page every user will see. This is where you will spend most of your time. However, it’s important to know how to navigate the other important features which you may need.
You may notice the toolbar on the left side of your screen:
Since you are a client, your folder will be located in the SHARED FOLDERS section of your account.
You will have a folder with your name on it for your personal financial information. If you have a business, you will have a separate folder for each one as well.
To access your files:
To upload new files:
Similar to Dropbox, ShareFile has a desktop app which will allow you to access and upload files directly from your computer so that you don’t have to log in to your account via the web every time.
Using ShareFile on your mobile device can be useful in many cases, but it is most useful for those who have paper versions of their documents. The mobile app will allow you to use your phone to scan images of those papers and then uploaded that way.
Choose the correct image from where it is located within your mobile deviceOR
Take a photo of a document for which you don’t already have an image
The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you wil be provided by you or obtained with your permission.