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Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

Password guidelines and tips

Passwords must contain at least eight characters, and must include at least one uppercase character, one lowercase character, one numeric character, and one special character (such as @, #, or $). All passwords expire after 90 days.

Passwords cannot contain spaces.

To create more secure passwords, increase the number of characters and use additional characters from all three types of acceptable characters (listed below).


     Changing your login, name, or email address


  1. Click your name near the upper-right corner of the screen and choose Edit Account. 
    Edit Account command
  2. Update your information.
  3. Click Enter.

Changing your password

  1. Click your name near the upper-right corner of the screen and choose Update Password.
  2. Enter your new password.

    Note: A Password Requirements popup opens that lists the password requirements.

  3. Enter the password again in the Confirm Password field.
  4. Click Enter.

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.