Secure Client Portal

The client portal is a secure method to transfer files back and forth between Shriver & Company and our clients. Choose a link below to access your secure client portal.

ACCESS THE SECURE CLIENT PORTAL

If a portal has not been created for you and you would like one send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Client Portal FAQs

Client Portal User Guide

Electronic file storage considerations - The widespread use of technology to conduct personal and corporate business have resulted in an increase of electronically stored documents. Below are some things to consider when storing your sensitive information (i.e. tax returns, financial statements) electronically.

• Develop a logical filing system or purchase third party document management software to faciliate quick access to stored documents
• Documents should be regularly backed up to prevent loss of important information
  
• When storing documents in a shared environment (corporate network) restrict access to the directories that contain your sensitive information to only those who you want to have access.
  
• Never send an e-mail containing sensitive information, such as Social Security Numbers or bank account numbers, either in the message body or as an attachment. E-mail attachments can be easily intercepted by identity thiefs.

Browser considerations

Mozilla Firefox: Version 3.5 is the recommended browser for accessing the client portal. It tends to run faster without need for additional setting changes

Internet Explorer: Client portal is only supported for Internet Explorer version 7 or higher. Internet Explorer users may be required to change some Security Settings. See the Client Portal User Guide for details.

Google Chrome: Is an acceptable alternative to Internet Explorer

Macs: Mozilla Firefox is the only supported web browser for Macs. The Mac must be utilizing an Intel processor. If you are using a Mac, you can determine the processor that you are using by clicking here.

Frequently Asked Questions

HOW SECURE IS MY DATA?
The Client Portal data hosting facility is known in the industry as a Level 4 data facility. This means that the data center maintains the highest levels of security; it offers fully redundant storage with climate control, power backup, site security and more. In addition, data stored at the facility is backed up to encrypted media with a clone of the encrypted media stored off-site.

The Client Portal uses 256-bit Secure Socket Layer (SSL) encryption with password protected access. SSL is the standard for online banking and other secure transactions. Files are encrypted before being passed over the internet and while being stored on the Client Portal. The Client Portal also requires strong passwords to gain access - all user passwords must be at least 8 characters long and contain at least one special character, one capital letter, and one number.

WE ALWAYS USED EMAIL BEFORE, WHY IS THE PORTAL BETTER THAN E-MAIL?
There are two main reasons: security and sending large files.

E-mail is convenient, however file attachments are not encrypted, meaning if someone were to intercept your message they would have access to your sensitive data. As a result many states have prohibited sending documents containing Social Security Numbers via unencrypted email. As mentioned above the Client Portal encrypts files for transmission over the internet as well as while being stored on the Client Portal.

The Client Portal allows any-size file to be uploaded, this is not the case with most e-mail clients. While many will allow files of around 5 MB in size, most e-mail systems will reject files that large. Some examples of large files include Quickbooks files, Peachtree backup files or 300 page PDFs of tax returns and supporting documents.

HOW LONG IS MY DATA STORED?
Files are stored on the client portal for a limited period of time, after which they will reach their expiration date and will automatically be deleted from your client portal. When you receive notification that a file has been added to your Client Portal we recommend immediate retrieval.

HOW DO I KNOW WHEN A FILE IS AVAILABLE?
Any time a new file or document is placed on your Client Portal you will receive an e-mail notification. This e-mail will list the file name and portal name. You can then access your portal to view, download or print the file. Unfortunately the system will send a separate e-mail notification for each file uploaded, we hope to correct this in the future.

HOW DO I ACCESS THE CLIENT PORTAL?
The Client Portal is accessed via your computer internet browser using the URL: http://portal.shriverco.com. The Microsoft Silverlight technology allows the Client Portal to work on any standard browser such as Internet Explorer or Mozilla Firefox. Your login ID will be an e-mail address you provide.

Microsoft Silverlight is a web browser plug-in that allows the Client Portal to run on most web browsers, platforms and devices. The first time you access your Client Portal you may be prompted to install Microsoft Silverlight, this process typically takes less than two minutes.

WHAT IS THE NON-SILVERLIGHT LOGIN?

The non-Silverlight Login is a simplified user interface that provides access to the portal without having to install Microsoft Silver Light. It provides basic functionality for users to upload and download files in a safe and easy to use platform.