Helpful Tools

For over a decade, we have been creating and improving upon remote access tax preparation for clients. To fully protect and secure your information we utilize Citrix ShareFile, a password protected, cloud-based, file sharing program to send and receive information. 

Here is how to access it:

• Search your email for “Eva Doherty Gremmert has shared the folder ‘<your name here>’ with you.” and click on the ‘Go to Folder’ button.
• Can’t find the e-mail? No problem, go to https://hbgtax.sharefile.com/ and log in using the email address you provided us
• Create your own password, if you forgot your password, click “Forgot Password” just below the Sign In button
• Once you access your Dashboard, click on Shared Folders
• Single click on your name
• In your folder you should see the following subfolders: 
• 20xx HBG Already Processed – data from previous tax years
• Business Folder (if applicable) – Current year tax documents for any businesses you own
• Tax Resources: Income and Expense Categories, Donated Goods Valuation Guide, What to Gather for Taxes, and HBG Privacy Policy
• 2023 Taxes - for uploading 2023 tax year documents. Also contains the files 2023 Organizer, 2023 Tax Questionnaire document and Open Items documents
• HBG Workpapers – for HBG Tax team only
• Congratulations! You are on ShareFile!

  Please upload your current year data files to the subfolder called “2024 Taxes”. To upload:

• Navigate to that folder
• Hover over the blue circle with the white plus on it
• Click on the “Upload” option in the pull-down menu
• Drag and drop or Browse files on your computer
• If you are browsing files, you must select the file(s) and click “Open”
• You can add more files as needed
• Once you have all the files you want on the ShareFile screen, click the upload button again (bottom left corner of window)
• Wait until the upload finishes until you move from the ShareFile folder
• Review your ShareFile folder to make sure you see the desired files uploaded into the folder
• Contact our office with any questions, we are here to help you!

Once you access your ShareFile Folder locate the file in the 2024 taxes folder titled “2024 Tax Questionnaire”. This questionnaire is one of the most essential documents we get from you and will significantly cut down on unnecessary back and forth communication as well as help us provide you the most tax savings. Please make the 2024 Tax Questionnaire the first document you complete for your 2024 tax return. The first page is a cover letter and provides a generic list of tax data we’ll need from you for the current year. The next four pages are essential questions we need to know for your return. Please complete this form using writable PDF software or print it out, complete manually, and upload to ShareFile.  Also, as noted below, an Electronic 2024 Tax Questionnaire is available. The link is below.

Within your 2024 Taxes ShareFile folder will be a document titled “Open Items”. This document captures and communicates all the outstanding information needed specific for you to complete your return. You can download a copy, respond to questions, and upload your responses right into ShareFile using this document. If you need a reminder on what Information you provided us last year, the Organizer PDF file includes information you provided to us in the prior year (W-2s, 1099’s, etc.). This document will be updated as we have questions.

One of the most essential documents we need from you is the 2024 Tax Questionnaire. This is a fillable form questionnaire. It takes less than 10 minutes to complete. You can complete this version instead of printing and filling out the PDF version. We can email the link to you. And here is the link:  https://docs.google.com/forms/d/1YJwwSEEWAbWx7sV08dq8UZkZ-DlKRUODMh7N-pSQJvU/edit 

Everyone will receive the “Organizer PDF” uploaded into their ShareFile folder online. It is for your 1040 and is a computer-generated, multi-page, individualized tax file. The Organizer includes data from your 2023 1040 tax return printed on the input forms and you manually enter your 2024 data in the space provided. It is not automatically a fillable form; you need to use PDF editing software or print it out. 

We can also mail you a copy of the Organizer PDF or a blank pre-printed 4-page worksheet that will remind you of possible deductions if that is easier for you. All available upon request. 

Many of our 1040 clients utilize the e-mail-based organizer called the “E-Organizer” to send their information. To utilize this tool, we send you an email with a small file that allows you to download the E-Organizer. The file includes instructions on how to enter your tax return data. When completed you just e-mail it back to us through the internal link in the E-Organizer. You can even print out the pages and upload a PDF if that works better for you. Note we still need copies of your tax documents even if you use the E-Organizer. Lastly, note, E-Organizer files only work on PC’s.