Client Portal
Sharefile is the place to upload important or requested documents. Clients can also access copies of their tax returns and/or requested deliverables from within the portal. We ask that all clients send documents via the portal and not through email for security purposes.
Clients are provided with a username and password upon initial client set-up.
If you are unable to remember your password, please navigate to the sharefile link and click on “Forgot Password?”.
If you are having difficulty with any aspect of the client portal, please email: support@olivetreecpas.com