Client Portal

Welcome to your Secure Client Portal.
Here you can upload and download sensitive files securely.

As a valued client, you have 24/7 access to a secure, password-protected portal. Whether you're at home, work, or on the go, you can easily reach your financial documents, tax returns, and work papers.

The portal also lets us collaborate smoothly by securely sharing important files, like scanned receipts or large QuickBooks files.

Watch the video below to see how the portal works and learn how to use ShareFile for quick, safe file sharing.

Ready to start? Log in here or click on the image. If you need access, email your account representative. Thank you!

Demo Video for ShareFile by Citrix

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