ShareFile, Engagement Letters & Organizers, Oh My!
Greetings and Happy 2024!
We are gearing up for tax preparation season and wanted to share some housekeeping items with you….
SHAREFILE:
We will continue to utilize Citrix Sharefile as our secure client portal service. Your portal and folders from past years will stay the same. There is a new 2023 folder that you can utilize to upload your 2023 tax documents. Your folder will serve as a secure way to move documents back and forth. Feel free to upload your tax documents as you receive them or all at once. Once you have your 2023 tax documents uploaded email one of our staff and we will add your return to our preparation que. As we complete work, we will place copies in the ShareFile for your records. You can then download them at any time. They do not expire.
We will also use Citrix Right Signature for any documents you will need to sign. This will include engagement letters and e-file authorization forms for tax returns. Any secure document we need signed will be password protected with the last five of the primary taxpayer’s tax ID Number/Social Security Number.
If you ever need to get access or reset your password, please go to sharpepatelpllc.sharefile.com.
CLIENT INFORMATION SPREADSHEET:
We have created a spreadsheet to gather your basic information which we have placed in your ShareFile folder for you. This way we can always have up to date email addresses, physical address, and basic tax information. Please take a moment to complete this for us to make sure we have your current information. Thank you so much in advance for completing this!
ENGAGEMENT LETTERS:
For our clients that we prepare your personal tax return only, we have placed the 2023 Engagement Letter in your ShareFile folder – we ask that you look that over and please let us know of any questions. We have sent the letter to you through Right Signature to e-sign. If you prefer, you can print, sign and upload back into ShareFile.
CLIENT ORGANIZERS:
The detailed client tax information organizers will be available only by request. Please contact any one of our team members to request a pdf copy and we’ll be happy to upload that to your ShareFile folder for you.
It is our pleasure to continue to serve you. We want you to know that we truly value your business and look forward to working with you for many years to come. We wish you and yours a prosperous New Year!!
Team Sharpe Patel