Client Portal is an online tool for our clients to securely send and receive confidential information. A portal enables you to upload documents to us and retrieve documents from us via the web, making the exchanging of files easier, more efficient and more secure. The portal file exchange automatically encrypts documents, protecting your personal and proprietary information. In addition, the portal gives the ability to exchange files that may be too large to email. Access to your portal requires the input of a user name and password. The portal also enables you to access your documents securely 24/7.
If you have already established your username and password,
select the Client Portal link above to login.
If you have not yet been provided with your login information and
would like to sign up, please contact us.
For more information about using your portal, make sure to take the new user tour at first login. You can also find instructions on using the portal in the Portal User Guide.
