Use the File Sharing feature to generate a personalized link that clients, prospects and third parties can use to share files securely. This provides a low friction option for you to receive files from external parties -- no Armanino Access account is required. .
Access Secure File Sharing
Log in to TaxAdvantage
Open the hamburger menu, and select File Share.
On the File Share page, you can view your Inbox with a list of messages and details on the sender. Select a message to view, download, and delete files.
Setting Up File Sharing
On the File Share page, click the "Copy file share link" in the top right to copy your link to your clipboard.
Choose one of the copy options below:
Copy the Formatted Hyperlink: To skip manually formatting your email signature, copy and paste the signature-ready link into your signature. It will display as “Click here to send me files” and link directly to your File Share URL.
Copy the File Sharing link without formatting: Copy and paste the link under "Your Personal Link" into the body of your email if you do not want to create a hyperlink in your signature.
View files from clients
When clients send you files, you will receive a notification with a message details and file names. Click on the link to open the File Share Inbox.
What does regenerating a link do?
Regenerating your link deactivates the old link and gives you a new one. You may want to do this if your link is compromised or if you begin receiving a lot of spam.
When you regenerate your link, the old link is deactivated, and clients can no longer use it. You will need to replace the link in your signature or copy the new link to send to clients and prospects.
Click the regenerate file sharing icon.
Click “deactivate and regenerate your file sharing link”.
Choose one of the copy options below:
Copy the signature-ready link: To skip manually formatting your email signature, copy and paste the signature-ready link into your signature. It will display as “Securely send me files” and link directly to your File Share URL.
Copy the File Sharing link without formatting: Copy and paste the link into the body of your email if you do not want to create a hyperlink in your signature.
If a client clicks a deactivated link, they will receive an error:
What clients see on their end
When they click the link in your signature or the link in the body of your email, they will be prompted to confirm their identity.
The client will be prompted to enter their email address to receive a verification code.
Once they receive the code, they should paste it into the code verification box. The code expires after 15 minutes.
After their identity is confirmed, they are taken to the Upload File page.
From the Upload File page, Clients can either drag and drop files directly into the upload area or click within the box to select files from their computer. They can also include any notes or comments they would like to share with the Armanino team before submitting.
If you have any issues using File Sharing, please contact us at TaxAdvantage@armanino.com