How-To
How-To Guides & Client Tools
Quick access to the most common client tasks—pay taxes, upload documents, track refunds, and access your secure portal.
Quick Links—Start Here
Use the guides below to complete common tasks without extra steps.
Client Tools, Payments & Secure Access
How to Make a Payment to the IRS
How to Make a Payment to the IRSStep-by-step instructions for paying federal taxes online, including payment options and confirmation steps.
How to Pay Colorado Taxes
How to Pay Colorado TaxesGuidance for submitting state tax payments through Colorado’s official system.
How to Access ShareFile and Upload Documents
Access ShareFile and Upload DocumentsLog in and securely upload your tax documents through the client portal.
How to Activate Your ShareFile Account & Upload Files
Your ShareFile Account & Upload FilesFirst-time user? Follow these steps to activate your account and begin uploading documents securely.
ShareFile Login Page
ShareFile Login PageDirect access to your secure client portal for document uploads and file access.
Refund Status – Federal
Federal Refund StatusTrack the status of your federal tax refund directly with the IRS.
Refund Status – State
State Refund StatusCheck your Colorado state refund status quickly and securely.
Need Help?
If you’re unsure which link to use or prefer to speak with someone directly, our team is available to help.