Client Center
ShareFile
Deliver and store files securely
- Direct file sharing with your F+H team
- Access to account-specific files
- Drag and drop upload for easy file sharing
SafeSend Gather & Client Portal
Gather, Centralize, & Organize
- Personalized Document Request List, making it easier to know just what you need to upload
- Quick access to your tax documents from your F+H team all in one place
- Easy to use dashboard to simplify your document management
Form 8879
Securely upload your Form 8879
Family Office
Direct access to your Bill.com account
Make A Payment
SafeSend Returns
Receive, Review, & E-Sign
- Electronically view, sign, and download your tax returns
- Review and make tax payments
- Distribute K-1s
NetClient CS
(Global Client Access)
Support
Remote Help
Get a remote support code from a staff member? Enter it here to start your remote support session.