Welcome to the SS&H portal and Client Login Center. This portal enables you to upload documents to us and retrieve documents from us via the web, making the exchanging of files easier, more efficient, and more secure for our clients. The portal file exchange automatically encrypts documents, protecting your personal and proprietary information. In addition, the portal gives the ability to exchange files that may be too large to email. The portal also enables 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 SS&H professional.
- Once you have successfully logged into the portal, you may begin sharing documents with us.
For more information about using your portal, make sure to take the new user tour at first login! You can also find instruction on using the portal in this Portal User Guide. If you still have questions, please contact your professional at Shepard Schwartz & Harris - we are happy to give additional instruction on using your Client Portal if needed!