top of page

Client Portal Information

Login to the Client Portal here.

What is the Client Portal and Why Should I Use It?

The Client Portal is a software solution that helps ease the communication between us and our clients. Here’s why we use it:

  • Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.

  • Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign Engagements without going to multiple websites all from the comfort of your mobile phone or computer

  • Secure exchange of information & safety of your personal data. 

  • If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.

  • The client portal is mobile friendly, so you can access it anytime, anywhere!

How to Start

Below are the steps to get you going, as well as a short video showing the steps using the actual system.  

Step 1. Activate Account

Open the invitation email and click on the orange REGISTER NOW link. Then create your password. Enter it twice to confirm, then click SUBMIT.


That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.


Step 2. Sign In

We encourage you to log in to the Portal after registering and click on Profile on the top right of the screen.  From there, you can enable Multi-Factor Authentication or MFA.  This enables another level of security to your account and helps to protect your sensitive information.

What can you do on the Client Portal?

The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.


Need More Help?

Not sure you fully understand how all of it works right off the bat? Check out these help options:

  • Visit the client help area that gives detailed instructions on how to pay invoices, make prepayments, sign documents, and so on.

bottom of page