Embedded Files
Call / Text / WhatsApp: (214) 699-4790 OR
Step 1
Receive an invitation email in your inbox to create your secure client account.
If you are unable to locate the email, kindly search for “ShareFile” or check your spam/junk/bulk folder.
Step 2
Click the secure link provided in the email invitation to create your account.
Step 3
Review your account information and make any necessary corrections to your name or contact details.
Step 4
Create a strong password or use the system-generated password option provided.
Step 5
Once logged in, kindly upload the requested documents either to the designated folder or the general upload folder.
Step 6
You may optionally create subfolders within your account to better organize and upload documents to specific folders.
Step 7 (Recommended)
For additional security, it is recommended to enable Two-Factor Authentication (2FA) under your account settings using your mobile phone number.
Step 8 (Optional)
Enable additional security settings available within your account for enhanced protection of your documents and information.
Step 9 (Optional)
Add your mobile number to receive login verification text messages whenever you access your account.
Step 10
Upload files directly from your computer, tablet, or mobile device/smart phone.
Step 11
You may also drag and drop documents directly into your secure folders for faster uploading.
You may securely access, view, download, and upload documents to your account at any time.
If you need assistance with your account setup or document upload process, kindly contact Z Tax & Accounting at:
☎ (214) 699-4790
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