Access your portal

If you are a returning client please use your client portal to access your documents and upload documents. We use SmartVault as a secure portal. If you have trouble accessing your account feel free to contact us and we will help you sign in.

Client Portal (SmartVault)

If you are a new client, please use our guest portal to send in documents. Secure File Pro is a secured way to send us your personal documents.

Guest Portal (Secure File Pro)