We will be using a secure client portal to facilitate our work going forward. This will allow us to have a secure and efficient way to remotely complete our work and communicate with clients. If you have multiple accounts with us, you will have access to all of them under the same login and will be able to toggle between those accounts. Once your account is created, you can access your portal by clicking the direct link below. If you need login access, please let us know and we will send you an invite.
Some of the features of our new portal are:
- Upload and access documents securely. The app also offers a can feature that allows you to scan and upload documents right from your phone.
- Send and receive secure messages.
- Complete forms and organizers online.
- E-signatures on e-filing authorizations and other forms.