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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.

For security purposes, we don't accept financial information via email.

New client? You will receive a Client Portal invitation via email within 1 business day of receipt of your signed agreement and first payment.

Watch a video tour of the client portal