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Use our convenient SecureSend page to securely deliver a file directly to a member of our firm.
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This is our new Client Portal established in 2021. To use this portal you must have received an invitation from us, and clicked on the link in the invitation to establish a password with the user name in the invitation.
For clients that have established a portal prior to 2021, for prior year tax and other stored document files.
For clients and non-clients to transfer documents to and from the firm without having a portal account.
Use this to request a client portal invitation. Once processed, you will receive an email containing a link to establish a portal and password.