Client Login

Portals
For individual tax clients that have signed up for a portal. You can:
- Access your individual tax files,
- Download tax returns,
- Complete organizer,
- Upload tax documents, and
- View invoices
All in one secure, easy dashboard.

ShareFile
For clients that have not transitioned to Caseware Cloud or Portals, please continue to use ShareFile to access your files and provide/upload your documents.

Caseware Cloud
For clients that have transitioned to Caseware Cloud from ShareFile. You can:
- Respond to request lists
- Upload your documents
- Collaborate with our team on your engagement
All in one secure, easy dashboard.
If you need assistance with your account:
Having trouble accessing your account? Please reach out to your DSWD client representative or email us at [email protected].