Client File Upload

Received an email with questions/requests in your client portal?

Click here to log on to your portal (will open in a new window).

For all other submissions please select and upload your files below:

You can submit multiple files at once, they will be uploaded and delivered securely using 256-bit AES encryption, HTTPS and Transport Layer Security

If you wish to avoid having to upload receipts and statements every month, you can create an accountant/view-only login with your bank, contact us for details.