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Your security is our top priority! Identity theft is unfortunately rampant, and your sensitive financial information must be well protected. Our firm uses ShareFile by Citrix, a secure and encrypted documents sharing service. ShareFile is widely used by banks, insurers and title companies.
Warning: please do NOT send us your tax data and other confidential information as email attachments! Email is vulnerable to data theft and is NOT secure, especially when documents are not protected by passwords or encryption. Consumer-level data sharing services such as Dropbox, Google Drive and OneDrive are much safer than email, but they still fall short of the advanced security provided by ShareFile. Our ShareFile portal protects your data best!
Thank you for helping us guard your security!
Note: if new to our ShareFile system or having trouble using it - please scroll below the login boxes for instructions.
Login to our secure ShareFile data portal
Instructions for ShareFile data portal
Please note: A few of our clients were unable to access ShareFile from work. Their company’s IT department have blocked websites that are not in their network, even if they are safe website like ShareFile.
If this is the case with you, simply access ShareFile from home, rather than from work.
After we create your account, we’ll email you an activation link. Once you click the link, it will ask you to set a password for your account. Your account will be associated with the email address you use with us, or you can change it after activation if you prefer.
Warning: please do not compromise your security by creating an easy password. Easy means that it is also easy for criminals to guess it!
Tip: there is a blue "Forgot password" link right next to the Log In button.
Uploading documents to ShareFile is as easy as attaching documents to an email or using Dropbox.
Simply log in, click on the folder with your name on it, and drag and drop your documents. You can also use “Upload File” button located to the top right of the screen.
Copyright 2018 by REI Tax Firm