Client Portal
Our portal allows us to communicate with you efficiently and securely. The portal can also be used to send us documents.
Time Saving Efficiency
The advantages of our client portal are:
- Significantly better security
- All communications are encrypted with bank level security.
- Search all of your documents online, and send large files
- Access your online documents anytime from any device.
- Legally binding electronic signatures
- No printing of files, manually signing, scanning and emailing of documents.
F.A.Q's
You will receive an email from us with a link that can be used to get set up. You will need to sign both the engagement letter and terms of business and set up a password to complete the process.
The link at the top of the website can be used to login.
