Circle CPA uses ShareFile for secure, encrypted document exchange. Upload tax documents, financial statements, and other sensitive files through our portal — accessible from any device, anytime.
Access ShareFile PortalBank-level 256-bit SSL encryption
Securely send W-2s, 1099s, receipts, and any other tax documents directly through the portal.
Access completed tax returns and financial statements anytime from your client folder.
First time using ShareFile? Contact us and we'll walk you through setup.