Client Portal

Mitchell Wiggins places a high value on the security of your important documents. We are happy to offer our clients a personalized online portal to house their secure documents and make them easily accessible around the clock.

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What is the portal used for? With the client portal, ShareFile, you can now have access to tax returns, financial statements, and any other documents that you request us to “publish” to your portal in a personalized, secure online database. It also allows you, the client, to upload documents like workpapers or monthly statements.

How does it work? Clients will receive an email from Sharefile Support on behalf of Mitchell Wiggins asking them to activate their Sharefile account. Once activated, clients will be able to access files electronically. Support for our portal is available via email at portal(at)

An online portal, is that secure? Actually, our online portal, with its authentication process, is more secure than sending documents via email. We will work with our clients to ensure that organizations with various users have their accounts reviewed on a regular basis to ensure access is only granted to intended parties.

Is the portal for all Mitchell Wiggins clients? YES! The portal is available for all clients, both business and individual, regardless of the services we perform.

How much does portal access cost? Nothing! The portal makes doing business more efficient and effective for Mitchell Wiggins and our clients. It is just another tool we use to serve our clients.

Highlights of a secure client portal

  • Send and receive files (i.e. tax returns, extensions, financial statements, and audit schedules).
  • Download and print needed files at your convenience.
  • A secure way to transfer personal client information, as compared to regular email.
  • No more waiting for the snail mail to arrive – just log on, click, and print.
  • And most of all, it’s easy to use!

[Download the Client Portal User Guide]


  • What’s next?

    Clients will receive an email (shown to the right) from Sharefile Support on behalf of from Mitchell Wiggins asking them to activate their Sharefile account. Once activated, clients will be able to access files electronically.

  • Setup Account

    After selecting click “activate account,” the following screen will appear in your internet browser and ask for your first name, last name and company.

  • Setup Password

    After selecting “continue,” you will be prompted to create your password.

  • Congratulations

    After selecting “Save and Sign In,” you will be taken to the Welcome screen (shown below). Congratulations, your account has been successfully activated.

  • Login Now

    You can access the portal site anytime by visiting

  • Portal Password Reset

    If you have forgotten your password or it has expired you can have it reset by going to and clicking the “Forgot password?” link. From the Reset Password page you can enter the email address associated with your account, select the answer to the security question and then click the “Send” button to have an automated message with details about resetting your password sent to you.

  • Upload and Send a File (insert send a file button here)

    Our secure client portal allows us to safely send and receive files from our clients. Click the button above to upload and send a file to a Mitchell Wiggins employee. On the upload page that opens, enter the email address of the employee you would like to send files to and click the “Verify” button. Simply add the files you want to send and click the “Upload Files” to finish. Clients will receive an email (shown below) from Sharefile Support on behalf of Mitchell Wiggins when a file has been uploaded to their profile. Select “click here to view this folder,” to access your files.