Client Login



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.



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].