We're Improving Your Client Experience
New Client Management System
As part of our commitment to providing a better client experience, we are transitioning to a new client management system.
Beginning August 1, our current client portal will no longer be available for new activity. Please do not upload any additional documents after this date.
All documents currently stored in your portal will be securely migrated to our new system and will remain available for you to access and download once the new client portal is launched.
The timing for the complete retirement of the current client portal, including when access will no longer be available, will be communicated as the transition progresses. We will provide advance notice before any permanent changes to portal access.
Over the coming weeks, we’ll be sharing more information about our new client portal, including instructions for accessing your account and the enhanced features it will offer.
In the meantime:
If you need to securely send documents to our office, please use the Secure Upload link included in our team members’ email signatures or below to send to the firmwide inbox or select a specific team member from the dropdown.
Example of Secure Upload Team Member Selection
