Secure Client Portal
A secure way to share your financial information.
Steel Beam uses ShareFile for the secure upload and exchange of confidential business documents.
Portal Status: Operational
Why we use ShareFile
Your financial records deserve more than convenience. ShareFile provides a professional document exchange process that helps reduce the risk of sensitive information being exposed through standard email.
Access the portalFirst-time user guide
- Click the Access Secure Client Portal button.
- Sign in or create your account.
- Select your folder.
- Upload or drag and drop your files.
- Contact support if you need help.
What can I upload?
Use the portal for sensitive business records.
Bank statementsCredit card statementsPayroll reportsTax noticesVendor invoicesCustomer invoicesReceiptsEquipment purchase records
The Steel Beam Security Promise
We protect your confidentiality, use secure technology, verify unusual requests, communicate promptly if concerns arise, and continuously improve our security practices.
Need help? Call (972) 975-9445 or email support@steel-beam.org.
Start the conversation
Need help accessing the portal?
Contact support before sending confidential financial information by email.