Secure Client Portal

If you like to send me scanned documents please don’t email them – put them in a secure portal!

If you don’t have a portal yet just contact me and I will set you up with one.

***If at all possible please upload documents in PDF format***

If you add documents to your portal as you receive them please contact me by phone or email when you think you have everything in.

If you have a portal you can access it from here: