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Client Login

As a valued client you get a secure, password protected portal to store and access important documents from anywhere at anytime.  Whether you're at work, home, or on vacation you always have access any documents that have been uploaded to the portal.  This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

To register for an account, please click here.

Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24

Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29

Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58

 

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.