How to access our secure portal to upload documents
Existing Clients Upload Instruction
- Use the Client Sign In (Username given to you via an activation email from our office. If you cannot recall your username or password click the “Forgot username/Password” link just above the sign in button)
- Click the “Upload file(s)” link and add files from your computer.
- Optional – you can create a folder with the Year and then upload your files
New Clients Upload Instruction
- Use the Guest Exchange
- Click “Upload Files”
- Enter your Name, and Email address.
- Include an additional message.
- Click the “Select” button to upload file(s) from your computer.
- Click the “Upload” button to send the file(s).
Ready to Upload? Click here!