Secure Client Portal (SCP)

GCD provides all clients with access to important documents and information 24/7/365 through Citrix Sharefile. See below for other FAQs.

Gain access to the following items on our SCP:

Client copy of current year and past years’ tax returns for you, related/approved family members and related business(es)
Estimated tax coupons, if any
All source documents you send us to prepare your 1040
Most recent version of the financial model we have prepared for you. Learn more about this service at Financial Planning
Estate documents provided by you
Any other documents that you send to us and request us to save here

Note: the PDF version of any document is accepted by virtually all banks, mortgage companies, the IRS, state governmental agencies and even the court system. Originals are no longer required to be retained.

Log into GCD Secure Client Portal (SCP)
(uploading not available here)

Upload Documents to Staff

Watch this short video on navigating our SCP, including how to enable two-step verification.

FAQs:

Problems logging in?
Some clients have had difficulties logging in while at their workplace due to firewall restrictions or spam blockers. We suggest you try from your home or smartphone.

Forgot password?
Click the Forgot Password link after clicking the log in link above. Note: the system will NOT email an address that is not in our system. If you don't get the password reset email, email us at info@gcdadvisors.com.

Want to view a sample SCP screen?
Click the login link above and enter the email address: sharefile.sample@gmail.com and the password: Sharefile1#. Click on Shared Folders when on the site.

Will the SCP allow me to upload documents?
No, this can only be done on our Upload page.

Want to view these files on your smartphone or tablet?
This is available for both IOS and Android.

Can I share documents on the SCP with others?
Yes. To share file(s), click on the file(s) to share > click Share > select to either email directly from the site or paste a link into an email > select Edit Message or Link Options to select methods of security > Send.