ShareFile is a secure FTP site that lets you down-load and up-load your most important accounting and tax files. ShareFile encrypts your files during transfer and while they are stored in your ShareFile account. And because you can control access to each folder in your account, you can be certain your data is secure. Please use ShareFile only for accounting and tax related documents.  All insurance and investment related documents should be uploaded through AdviceWorks.

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AdviceWorks is an easy-to-use digital platform that allows us to collaborate with you. It features easy to use budeting, financial planning and informative financial tools that aid us in helping to plan for your future. 

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Questions about downloading and uploading your files? Contact us at 813-286-7946.