How to Use Share Safe

1. 1. Visit CBM’s Share Safe page via this link.

   2. Provide your name and email address and (optionally) your company name and contact phone number.

   3. Enter the secure code in the required field as shown on the page.

   4. Click the Send File button.

   5. On the following page, choose a CBM team member from the drop-down menu in the “Send file to:” field.

   6. Provide a subject line and a message as needed.

   7. Use the Add Files button to upload documents for your tax professional. Please note Share Safe only allows 20 files to be uploaded at a time with a maximum upload size of 1 GB.

   8. Click the Send button. At that point, your files will be securely transferred to your selected CBM tax professional.

Questions?

For questions about Share Safe, please contact Sue-Jane Haight at 301.986.0600 or via email.

Learn more about our tax planning and preparation capabilities.