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Client Portal Announcement

Mar 13, 2024

Tax Season Transition - - Hello Sharefile

Dear Client:

 

As part of our ongoing commitment to enhancing and ensuring we are doing everything possible to protect your information from identity theft, we are excited to inform you about an important upgrade to our client portal service.

 

We had received a number of complaints about the convenience of the previous service that we were using (especially as it related to copying multiple files to the portal simultaneously). In order to provide you with an improved and streamlined service as well enhanced security, we are changing our client portal. Within the last few days, you should have received an email invitation with the extension “ swapnm.sharefile.com “ to setup your new portal.

 

If you forget or recently posted information for us on the old portal, don’t be concerned about your information. It will still be available to you for the next year. However, we request that you go through the setup with the new portal as soon as practicable. Please don’t hesitate to contact us if you are experiencing difficulties.

 

We will monitor the responses and reach out to you in the future if you haven’t responded. I am sorry for the incovenience, however, this new service is more secure and more easily accessible and will be a definate upgrade for us and you.

 

As always, we very much appreciate your business and look forward to working with you in the coming new year!!

 

Regards,

 

Larry Filener

 

Larry Filener, CPA

Southwest Accounting Pros, LLC


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