Portal Login Instructions

You need to be a Registered User to Use the System

You should have received your portal login information with the email notification for your last tax return. If you did not receive this or have misplaced it, please contact us to get your username. Your password is your last name and the last four of your social security number. So if your last name were Smith and your social were 123-45-6789, your password would be smith6789.

To request an account for our Sharefile Portal, please send your First and Last name in an email to: tracy@rosenfeldandco.com with Sharefile Account Request” in the subject line. Once you have sent your request, we will create an account for you. Once it has been established, you will be notified via email.

To Login:

  • From the homepage, click the Sharefile Portal" button on the left-hand side of the page.
  • Or type https://rosenfeld.sharefile.com/ into your browser and it will also bring you to the login page.

You will need to provide your Username and Password and then click the "Log In" button.

Folders and Documents
(Location of payroll, tax returns, etc.)

  • Click on either your Name (for individuals) or your Company Name (for businesses) from the left side of the screen.
  • Click on the folder name you want to view in the center of the screen, and then select the month that you want to look at. (Example: “Accounting,” “Tax Returns”)
  • In each month’s folder are all of the documents related to that month. (Example: January end of month payroll taxes are located in January even though they are paid in February)
  • Download by clicking the document name or checking the box(s) beside the file and clicking download. 
     

File Exchange
(You can upload paperwork to us)

  • Once you are logged in you can upload a file to us by clicking the "Upload files" (grey button) near the top right of the screen.
  • Select the Name of the folder you wish to upload to. Once you select the folder name you will see the "Upload files" (grey button) near the top left of the screen.
  • When the upload window pops up, either drag and drop the file into the upload window, or click the “Choose Files” button near the top left corner of the upload window.
  • Search for and select the file you wish to upload. Once you have selected all the files to upload, click the "upload files"” button in the bottom left corner of the upload window.
  • Once the upload is complete we will be notified with an e-mail.

    How to upload video

To Log Out:

  • In the upper right corner of the screen you will see the words "Log Out".
  • Click "Log Out" to log out
     

Please call us with any problems or questions.

Go Mobile!

...and get what you need, when and where you need it!

Our Blog

Business owners: When it comes to IRS audits, be prepared

May 23, 2017

If you recently filed your 2016 income tax return (rather than filing for an extension) you may now be wondering whether it’s likely that your business could be audited by the IRS based on...

Read More...

Memberships

AICPA