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Client Portal

Secure Client Portal

By using the ShareFile link below, you may securely sign into your client portal or upload your documents to us. To learn more on how to use the BTG ShareFile review the instructions. ShareFile Instructions Link

  • Click here to sign into your personal ShareFile!
  • Or you can simply upload to the portal using the below. Be sure to enter your name and email so we can match the files. If you are loading documents for a client, enter the client's name, but your email and name in the company field should there be any questions. Scroll to the bottom and click "Upload" to complete the process.

For assistance, call 224-351-2545 or email

Should you need a tax organizer, you can download or print the link file to complete and return to us along with your tax documents. Basic Blank Organizer