About the BlueBird Client Portal
The BlueBird Client Portal is a web-based application, Citrix ShareFile, used for secure file transfers and continued access between BlueBird, CPAs and our clients.
Your Portal User ID and login information will be provided via email. All documents made available for continued access such as financial statements, compacts, loan agreements, etc. will remain on your portal for a stated period of time in accordance with BlueBird’s record retention and portal use policies.
BlueBird Portal Link
- Refer to the emails received from BlueBird for login information.
- The Login ID (email address) is not case sensitive; the temporary password provided via email is case sensitive.
- You will be required to change your password upon logging in for the first time.
- Your new password may be from 8 to 32 characters in length, must contain at least one alpha character, one numeric character, and one special character (e.g. !, @, #, etc.). The password is case sensitive.
- Your password may be reset at anytime by clicking “Forgot your password?”
Users will be logged out of the Portal after 30 minutes of inactivity for security reasons. If you find that you have been logged out of the Portal, re-enter your email address and password to login again.