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Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.  If you would like us to setup a portal for you, please e-mail us and we will be happy to set you up.

Once you log into the portal, you need to select File Exchange.  This will show you the folders you have available and if any new documents have been uploaded they will be identified. To upload information to us, you just need to select the folder you would like to upload to and select the Upload button at the top.  You will then be able to select the file you would like to send. It's that simple!

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.