Secure Client Portal (SCP)

GCD provides all clients with access to important documents and information 24/7/365 through Citrix Sharefile.  (NOTE:  see below about uploading any documents to GCD)

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
  • Any other documents that you send to us and request us to save here

Note: the PDF version of any document is now accepted by most banks, mortgage companies, the IRS, state governmental agencies and even the court system. Originals may no longer need to be retained.

Log into GCD Secure Client Portal (SCP)

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 enter the email address: sharefile.sample@gmail.com and the password: Sharefile1#.

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?
This is available for both IOS and Android