Frequently Asked Questions

You can schedule an appointment with us by calling our office at (320) 563-0400 or by using our contact page form.

At Nelson Accounting & Tax, we offer a wide range of accounting and tax services, including tax preparation & planning, payroll services, general accounting, QuickBooks management, bank reconciliation, estate and trust tax management, sales and use tax services, & federal and state tax compliance. Our goal is to provide comprehensive financial solutions tailored to meet the unique needs of individuals & businesses.

ShareFile is a secure online platform that allows you to easily upload, store, and share files with Nelson Accounting & Tax. It provides a client portal where you can securely exchange documents, ensuring your sensitive information is protected.

Go to nelsonaccountingandtax.sharefile.com. Then login using your self-created credentials.

Once you have an account, you can log in to the client portal, click on the "Upload" button, and select the files you need to share. The platform supports various file types and offers an intuitive drag-and-drop feature for convenience.

You will receive an email notification when a file is shared with you. Simply log in to the ShareFile client portal to access and download the documents securely.

‍

Yes, FileShare uses advanced security measures, including data encryption, access controls, and user authentication, to protect your documents. It is designed to meet the security standards of financial institutions, ensuring your data remains confidential and safe.

Yes, ShareFile is accessible on both desktop and mobile devices, allowing you to upload and download documents from anywhere, at any time. The platform is optimized for mobile use, ensuring a seamless experience across all devices.

‍