Secure Document Upload

Need to send us documents or other files? Our secure upload link allows you to safely submit documents without logging into the Client Portal.

How It Works

• Enter the email address associated with your client account.

• If your email is linked to more than one account, simply choose the correct client profile.

• Upload your documents using our encrypted, secure connection.

• Your files are automatically delivered to your secure client folder, allowing our team to review them promptly.

Important Information

• Only email addresses already associated with a client account can use the upload link.

• This feature is for uploading documents only.

• You will not be able to view, download, edit, or delete files through the upload page.

• If your email address has changed or you're unable to access the upload link, please contact our office before submitting your documents