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 Citrix Systems

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 Webiste 

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 on 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. 

 

Existing Clients

Register Now

To register, please take the time to fill out the information below.

New & First Time Users

\Registration is quick, free and easy!

1. Just fill out the form to the right with your information we have on file. 

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.

 
 
Additional  Information

Early History

Jesse Lipson, a self-taught programmer, built and launched ShareFile in November 2005 in Raleigh, North Carolina

 

Lipson created ShareFile after several of his website design clients asked him to build a password-protected area where they could set up folders and exchange business files with their clients. He felt FTP sites of the time were insufficient and saw an opportunity to create a web-based product.  ShareFile launched without a free version or outside funding, and focused on acquiring only business customers.

By 2011, ShareFile had 3 million users in 100 countries. ShareFile was included on the Inc. 500 list of Fastest Growing Private Companies in both 2010 and 2011.

Acquisition by Citrix Systems

In October 2011, ShareFile was acquired by Citrix Systems Under terms of the agreement, ShareFile was offered as a standalone service in addition to its software becoming integrated into Citrix products. With the acquisition, Lipson became vice president and general manager of a new data sharing division within Citrix under the deal. As of 2016, Lipson is corporate vice president and general manager of cloud services, which includes ShareFile and Citrix Workspace Cloud.

A new 171,000-square-foot Raleigh office opened in October 2014 for Raleigh-based Citrix employees. As of April 2015, ShareFile had 55,000 corporate customers and 40 million users.

Product Overview

ShareFile is a securecloud-based platform for businesses to store and share large files. 

 

The software has a client-portal feature businesses can set up and customize to allow outside vendors and clients access to specific projects and files.[

 

Other ShareFile features include the ability to send and obtain e-signatures on documents with the integration of RightSignature;

the ability to send encrypted email through a Microsoft Outlook plugin or an online portal, Office 365 connection to access and edit documents stored in SharePoint Online and OneDrive for Business; and the ability for individuals to migrate data from their personal clouds into ShareFile, There are also mobile app versions of ShareFile, which allow mobile editing and offline editing of documents.

Security Features

ShareFile users have the option to store data in their own data centers, Citrix-managed data centers, or use existing file storage systems via StorageZone Connectors. This allows companies to host files that they do not want stored in the cloud, in some cases due to regulatory concerns. IT managers can manage corporate content on ShareFile using remote wipe, encryption, passcode lock and poison pill features. In addition, companies are able to restrict third-party editing tools that employees might try to install on their devices, and audit content accessed from a device that has been lost or stolen

Industry-Specific Features

In response to updated regulations with HIPAA standards, Citrix created ShareFile Cloud for Health Care in 2013. This private virtual cloud was designed to help companies stay compliant with updated HIPAA standards. It runs on the AWS Cloud, but sets aside specific virtual servers to host protected health information (PHI). Also in 2013, ShareFile began offering a feature called "Archiving for Financial Services" to help organizations in the financial sector comply with data archiving regulations put forth by the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority.

Need more details? Contact us

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