TROUT | JAMES & ASSOCIATES, P.C.
CERTIFIED PUBLIC ACCOUNTANTS
Attention!
Most documents we have prepared are now available to download through our client portal. 24/7.
Trout, James Client Portal
During 2020, like many small businesses we were forced to rethink and adapt our services to best fit the needs, health, and safety of our clients. This will always be a number one priority at our firm.
Therefore our mission is to help our clients and make this process as easy and stress free as possible so we invested heavily in a new client portal that will allow you more access to your files and documents prepared with us as well as upload and download document in real time, any time, 24/7.
All you have to do is register a ShareFile account with us. Register Below
Additional Questions or Issues? Check Out the Frequently Asked Questions.
Client Portal Features
Fast & Reliable
24/7 Access
Less Waste
- Fully encrypted instant file sharing service.
- Cuts down on paper use
-Reduces amount of mail
-Faster more reliable document storage
- Access to your documents and anything we have prepared at anytime.
-Download your documents as soon as they are completed
Safe & Secure
-Fully encrypted and only accessible to you and those you designate.
- Compliant with all federal, state, and legal standards.
Use Multiple Devices
-Access Your Documents from multiple devices on the go
- Upload, Download, and Scan from anywhere you have WiFi
- Extra Secure Two-Step Authentication
Global Access
-Access your documents from anywhere around the world 24/7
- Exchange information with us in real time no longer having to rely on mail or e-mail.
Keep Organized
- Fully organized folders by Tax Year
-Accessable all year long if you ever need copies
-Add additional users such as spouses, children or business partners for seamless access to your information.
Frequently Asked Questions...
What Type of Files Can I Upload?
Any file type may be uploaded to ShareFile. Note: not all file types may be previewed.
What is Sharefile?
ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-prem storage, virtual data rooms and client portals. ShareFile is owned by Progress Software.
What is Secure File Sharing?
Truly secure services, including ShareFile, use encryption protocols for sharing and storing files on secure data centers, or the cloud. A good secure file transfer software will have plenty of customizable features to allow you to add as much protection to your data as you need without making the way you work any more difficult.
What if I Lose My Password?
We do NOT have access to your password once it has been set up at Trout James & Associates. If you forget or lose your password you would need to reset your password using the Sharefile Website.
Why Would I use It?
ShareFile allows for you to upload your documents directly to us for us to begin preparation cutting down on time in mail, email and reducing office visits. It will also give you digital copies of all your previous returns if you should ever need them.
What is the Maximum File Size?
The ShareFile system supports the upload and download of files up to 10GB or 100GB in size, depending on plan level. If your upload process cannot be completed within 18 hours, ShareFile recommends breaking your upload into smaller segments.
How Safe is Sharefile?
At Trout, James & Associates client confidentiality and security is our number one priority and essential to the integrity of our practice, We spent many years researching before deciding on a provider that would allow us these capabilities among the pandemic. This system is compliant with all legal standards for security and is only accessible to you, those designated by you and your assigned staff working for you.
You can trust online file sharing services that utilize advanced encryption methods to store and send your files. To select a safe online file sharing site, look for one that protects documents with SSL/TLS encryption protocols and uses multi-factor authentication.
Why Would I Need It?
A lot of industries, such as Healthcare, Insurance, Legal, Financial, Accounting and others, are regulated at a Federal, State or industry level by institutions and laws, including HIPPA, HITECH, FINRA, CFBP, state bar association ethics guidelines and more.
Additionally most banks and other financial institutions require digital copies of tax returns when applying for loans and mortgages and will no longer accept paper. This will ensure you have all your information from us all in one place and don't have to wait for us to process and send them to you.
New & First Time Users
\Registration is quick, free and easy!
1. Please email Pat DeSanta (pdesanta@troutjames.com). Include your first/last name and reason for set-up
2. We will then be notified of the e-mail you would like associated with your account and assign the appropriate folders.
3. We will send an email to you to complete the registration.
4. You will have access to all of your folders with us 24/7 through the log-in that you set up.