The security of your data is very important to us. We provide all our clients with a free dedicated Client Portal where you can securely upload documents to us and download documents from us.
The Client Portal is very easy to use, simply login and click the folder you wish to upload documents to, click the upload button or drag documents onto the folder, and your done. Downloading is just as easy, click the file to download and select its destination. All Set – Let us know if you have questions.
Need Login Credentials? please email or call the office and we will email you a link to create your login access. To maintain security, 1/1/2023, we reset the login database. If you have not used your credentials this year, you must request a new link. The email links are only valid for 72 hours, so please click the link and create your user credentials, then you may access the Client Portal any time.
The portal is not for long term storage, all items uploaded to the portal will be deleted 6 months later for identity protection.
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