Guide: Using The Portal

Our secure client portal can be used to securely send documents to us.  It can also be used by us to send documents to you.

In order to use the portal:

You will need your e-mail address.  

We need to have your e-mail entered into your client file as your primary e-mail address.

You need to contact us so we can get you set up with access to the portal.

We will send you an email with a temporary password that you should change when you first log onto the portal.

To log onto the portal go to the portal webiste at:  

Once logged on you can upload documents – use adobe pdf format.

Or you can download documents that we have placed in your portal file.