Citrix ShareFile

You can take comfort knowing your confidential imfortation is securely stored and protected.

Client Portal through Citrix ShareFile.

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At Barsz Gowie Amon & Fultz, one of our highest priorities is data security. Our firm operates using cloud-based programs with secure encryption.

We use Citrix ShareFile to send and receive sensitive files like tax returns, work papers and payroll taxes to ensure your data is protected.

As a new or existing client of our firm, we will guide you through the process of setting up your account. To get started, follow the steps below.

New User Instructions:

A member of our administrative team will set you up in our Citrix ShareFile client database. You will receive an email from “ShareFile Support: [email protected].”
Click on the blue “Activate Account” button in the email

A new tab will open, and you will be prompted to enter your information. Next, click the “Continue” button.

You will be asked to create a password. Once you create your password, click “Save and Sign In.” Be sure your password meets the requirements listed.
Once your account has been activated, you will automatically be directed to your personalized client folder.

If you click on your folder, you’ll be able to drag and drop, browse to upload from your desktop, or create a document directly in the program. Your accountant will be notified of anything you upload to your folder.

To download documents that your accountant has added to your folder, click the box next to the document you want to download. You will click on the “Download” button, and your document will be downloaded on your device. You can also delete, share, and preview a document from this screen by selecting the respective item.

Login:

To login to Citrix ShareFile click the “Citrix ShareFile” button on our website, or you can access it here: https://barszgowie.sharefile.com/Authentication/Login
Your username is the email address that your new user email was sent to. Your password is the one you created when you set up the account.
Once you log in, you’ll be directed to your folder where you can upload and download documents securely.

Additional Citrix ShareFile Information:

If you forgot your password, select “Forgot Password” on the login screen. You will receive an email from Citrix ShareFile to create a new password.
Citrix ShareFile has a robust list of functionalities. For our purposes, we use ShareFile to securely send and receive documents from our clients.
Please do not upload signed e-file forms to ShareFile. We kindly ask you to submit those via SafeSend.
If you upload documents to your accountant and you do not hear back, please follow up. While we use ShareFile often, there have been instances where we have not been notified of a document uploaded by a client. It is imperative you follow up with us if you do not receive a timely response.

Helping clients achieve financial freedom through smart solutions, rooted in integrity.