Our Client Secure Portal is an easy way to share documents safely and securely.

You have access to all your files –
Anytime – From Any Computer

We offer you the use of our Secure Portal as a free service.  This allows for easy collaboration and file sharing.  You can safely upload and download any document in your secure folder, including  PDFs, QuickBook files, monthly statements, tax returns, organizers…  24/7.


Rest assured all documents are protected with HIPPA quality 256-bit SSL encryption.  Know that anytime you can sign in your portal using your login details.  You are the only one who can access any of your data.

Portal Login

* required
Forgot your password?