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Secure File Upload
Log on to your portal using the email address we have on file for you (will open in a new window).
All file submissions should be made through your client portal above. This portal is also mobile friendly.
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For security purposes, we don't accept financial information via email.
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New client? You will receive a Client Portal invitation via email within 1 business day of receipt of your signed agreement and first payment.
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Watch a video tour of the client portal
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