Secure Client Portal

The client portal is a secure method to transfer files back and forth between Shriver & Company and our clients. Enter your email address and password to access your secure client portal.

Email:
 
Password:
 
 
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ShareFile by Citrix

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

 

Express Upload - Use the window below to conveniently and securely upload files to us.

 

Client Portal FAQs

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 facilitate 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.

 

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 letter and one number.

WE ALWAYS USED EMAIL BEFORE, WHY IS THE PORTAL BETTER THAN UNSECURED 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. Your login ID will be an e-mail address you provide.

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201 East Fifth Street, Suite 1500 Cincinnati, Ohio 45202 | Phone: 513-241-1149 | Fax: 513-241-1163 | Email: info@shriverco.com