Citrix Sharefile

Secure File Upload

Instructions:

1. If you are submitting your taxes, please upload all of your files at one time. We do not begin processing a tax return if information is known to be missing.

2. Once you enter ShareFile, complete the form and hit Continue.

3. On the next screen you may either drag & drop your files into the Drag files here box or click Browse files to select the documents from your computer.

4. Repeat until all intended files are listed on the ShareFile screen. Please do not upload until all files are listed on the screen.

5. Once all files are listed in the upload box, hit Upload (bottom left) to transmit them to our office.

6. When your files have been transmitted, Uploaded will appear beside them, as shown below. You will also receive an email with a list of files successfully transmitted files. Please check your inbox to ensure none are missing.

Click here to begin. For assistance, please email samanthay@wassermancpa.net.