Welcome to Your Client Portal!


This new system has many features that were not available in the previous system, including the ability to change your own password any time, the ability to have a two-factor authentication for added security, the ability to scan documents with your phone and upload them to your portal, and many more. We are migrating your prior years' documents to this new system and will be uploading all future documents here. During this time, you will have access to both portals.


You will receive an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you may log into it at any time. For instructions on how to log in to the new system, please click here:

Instructions to Client Portal


To login to your new client portal, please click here:

Client Portal