Client Portal

Welcome to the Tax Point Advisors Client Portal. Through our ShareFile Portal, you can conveniently and securely download your financial documents and upload information that you want to share with us. 

If you have any questions or issues regarding the use of the ShareFile Portal, please call us at (800) 260-4138 or email info@taxpointadvisors.com.

Click here to access the Tax Point Advisors Client Portal.