Secure Client Portal
Document upload starts with a secure login.
Our firm uses Encyro for secure client document exchange. We do not provide a public upload link on the website; document uploads are available only to invited clients after portal login.
How the portal works
To protect SSNs, W-2s, 1099s, IDs, bank records, and tax documents, please use the secure portal workflow below.
01
Existing clients Use the login button to access Encyro. After login, you can view secure messages and upload or receive files inside the portal.
02
New clients Submit the consultation form first. After review, we will send you a secure Encyro invitation or document request.
03
Sensitive documents Please do not send tax returns, SSNs, IDs, or bank records through regular email, text messages, or the consultation form.