Client Document Portal
To provide you with a safe and secure way to send and receive files, we have partnered with ShareFile, an award-winning online document storage and secure file sharing solution.
Your private 'vault' in our Client Portal provides the following benefits:
- Feeling confident in knowing that the privacy and confidentiality of your data is always maintained. Exchanging tax return, investment and insurance related documents that contain sensitive personal data via an encrypted client portal is far more secure than sending email attachments.
- Having convenient access to your important files via the internet from any computer or Web-enabled smartphone or tablet. Your data is at your fingertips 24/7!
- Peace of mind in knowing that your data is always backed up so it can never be lost.
- Having the ability to easily send us a requested document just by snapping a picture with your smartphone camera and uploading it directly to your private vault!
Our Client Portal is very easy to use. If you can click a link in an email, you can use ShareFile to access your files. It’s really that easy!
If you're a new user you'll have to first check your email for a message from "firstname.lastname@example.org" inviting you to your ShareFile guest account, which is provided on a complimentary basis as an additional benefit of being a valued client of Austin Financial Strategies.
If you require any further assistance getting setup or using our Client Portal you have three options to get you up and running:
- Use the "Have A Question?" widget on the left for 24/7 anytime assistance,
- Contact Us by telephone at (646) 490-1354 during our normal published business hours, or
- Call ShareFile tech support at (800) 441-3453 anytime (24/7)