How to use your Portal.

  • 1.

    Access your client portal login via the button below or in the upper right-hand corner of your screen and log in to your secured portal.

  • 2.

    Choose the workspace your information pertains to. Then send a secure message to me or click on the paper clip and select the documents you want to share. If you're using the app on your phone, you can also take a picture of any document you'd like to share.

  • 3.

    Confirm your documents were uploaded and securely log out.

  • Accepted File Types:

    You can upload .pdf, .doc(x), .ppt(x), .txt, .cvs, .jpeg, .png, or .gif.

  • Prefer to drop off your information in person?

    Visit the office at:

    123 S Main St

    Nevada, MO 64772

  • Too busy to drop by?

    Feel free to mail documents to the office.

Portal