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New Client Portal

At TBC we continue to grow our technology and strive to be a leader in the industry. In mid-September we will begin the transition to a new client portal called ShareFile. ShareFile will continue to provide a safe and secure environment for you to upload confidential documents just like the old portal solution. As we transition to ShareFile, we recommend that you go into your current CCH portal and save all your documents. Please note that effective November 30, 2021 you will no longer have access to the CCH portal and any documents saved on it.  If you didn’t receive an email directly and would like to access ShareFile follow the below:

  • To access the ShareFile portal directly: https://tbccpa.sharefile.com
  • If you do not have a ShareFile account click on “Forgot Password”

We appreciate your patience as we make this transition.  Please contact our help desk at 518-533-7399, if you have any problems accessing the files.