Portal help for Clients.
NOTE: You will not be able to save 'weak' passwords. You must strengthen your password using special characters, numbers, or capital letters.
5. Once in the portal, you will see information that has been shared with you from your firm. You will also see the firm's name at the top, along with their contact information.
NOTE: Any information entered here will be shared with your firm.
8. Download documents shared with you in your portal by selecting the file. Depending on your browser, you may need to 'allow' downloads from this website.
9. You can change your password at any time by selecting 'Manage Settings'. Enter and confirm your new password.
12. Click 'Sign out' to exit. We highly suggest you bookmark the login page for easy access next time!
NOTE: In case you forget to bookmark your page, you can refer to the email confirmation. This email contains a link for you to click to access the portal login page.