Client Portal

We are pleased to introduce our new customer portal. This portal is a safe and secure hub where clients can share important documents, get up-to-date information on deadlines, and ask questions in real-time all in one place.

Anything our firm needs you to complete, you will find here. Whether it's a document that requires a signature, an organizer (intake form) that we need you to complete, or any pending questions - you'll find them here.

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What is in the Client Portal?

  • We will exchange documents here. Additionally, if we ask for any e-signatures or approvals, you will find them here, too.

  • In addition to email, our firm utilizes secure messages. These messages may contain specific client tasks (to-dos for you, which you will also find in the homepage) we need to complete your work.

  • We may send you forms (organizers) to complete. This is fully integrated with the rest of our portal. For example, we may ask you to upload a document. When you upload it through the organizer (or the chat), that document will automatically be stored in the documents section.

  • Our firm may send contracts (engagement letters) to you for review and signature.