In our ongoing commitment to protecting our client’s privacy and safeguarding financial information, we have implemented an online Client Portal system that allows us to exchange confidential documents with our clients securely and conveniently. The Client Portal is our recommended method of exchanging sensitive and confidential documents electronically.
*Please make sure all uploaded documents are in PDF format (no photos please!) Don’t have access to a scanner? Not a problem! Learn how to “scan” documents using your smartphone here.
NEW CLIENTS & GUESTS
Please visit our Client Portal home page and use the “GUEST EXCHANGE” to upload your files to us.
EXISTING CLIENTS
Already have an account? Click here to access the Client Portal home page and log in to your existing account.
