Welcome

Welcome to the SS&H portal and Client Login Center. Shepard Schwartz & Harris LLP wants to make the exchanging of files easier, more efficient, and more secure for our clients. This resource enables you to upload documents to us and retrieve documents from us via the web. The portal file exchange is more secure than email because documents are encrypted automatically protecting your personal and proprietary information. In addition, the portal will allow you and SS&H the ability to exchange files that previously were too large to email. The portal will enable you to access your documents securely 24/7. This space can be used to securely access copies of tax returns, financial statements and other documents that you or we request.

• If you have already established your username and password, you may enter your information in the login dialog box above.

• If you have not yet been provided with your login information and would like to sign up, please contact your client service representative.

• Once you have successfully logged into the portal, you may begin sharing documents with us.

For more information about accessing the portal or how to publish and retrieve documents, refer to the help menu once logged into the portal. Click on the “?” in the upper right hand corner of the window or call us and we will be glad to help!