Valente CPAs

EXPECT MORE AND GET MORE FROM VALENTE CPAs

Due to the COVID-19 pandemic, please be aware that in an abundance of caution for the health and welfare of our staff, their extended families, our clients and the greater community at large, Valente CPAs offices will remain closed to the public until further notice.

However, in an effort to serve our clients, we are continuing to operate remotely.

V-PORTAL

CITRIX LOGIN

We are going paperless!  Citrix Sharefile is an online portal service used to upload, store and share confidential documents.  It will provide access to copies of all your returns.  This portal is completely secure and uses bank level encryption.  If you would like to sign up, please contact us.

For our clients already signed up, log into your private Citrix ShareFile account here:

TUTORIALS:

ACTIVATING ACCOUNT

CREATING A SUB-FOLDER WITHIN A FOLDER

DOWNLOADING DOCUMENTS FROM THE SHAREFILE

PRINTING UPLOADED DOCUMENTS

RECEIVING INFORMATION FROM VALENTE STAFF

RESETTING YOUR PASSWORD TO YOUR ACCOUNT

UPLOADING DOCUMENTS TO THE SHAREFILE

VIEWING CORPORATE AND PERSONAL FOLDERS

VIEWING THE DASHBOARD