Notice: Transition from Sharefile to the Portal

Effective August 31, 2021 use of Sharefile will be discontinued and all documents will be accessed through the secure Portal. You may still access your documents via Sharefile at this time but are encouraged to take the steps necessary to set up a Portal account as soon as possible. Please follow the steps below.

Steps to set up a secure Portal account:

  • Fill out and sign the Portal Authorization Form linked here.
  • Email or fax completed form
    • Email: info@gbmcpas.com
    • Fax: 336.227.9952
  • Once your Portal account is set up, you will receive email instructions for initial login.

Click here to go directly to the Sharefile.

Please feel free to reach out with any questions or concerns.