o in a secure way without the hassle of needing to set up an account or remembering a password. ShareSafe is a tool intended to make the document sharing process as easy as possible. Click here to access ShareSafe. Instructions for Using ShareSafe Visit CBM's ShareSafe page via the link above. Provide your name and email address and (optionally) your company name and contact phone number. Enter the secure code in the required field as shown on the page. Click the Send File button. On the following page, choose a CBM team member from the drop-down menu in the "Send file to:" field. Provide a subject line and a message as needed. Use the Add Files button to upload documents for your tax professional. Please note ShareSafe only allows 20 files to be uploaded at a time with a maximum upload size of 1 GB. Click the Send button. At that point, your files will be securely transferred to your selected CBM tax professional. Contact Us Problems using ShareSafe? Please contact CBM's Tax Process Manager Lucy Perez at 301.986.0600 or via email.