Already a client?
If you already work with our office, you don't need to pay again through the new-client checklist just to use the portal. We'll send you a one-time secure link by email after we confirm your account in our files.
- Contact the office — call or email and ask for client portal access. We'll match you to your file.
- Watch your inbox— we'll send an invite to the email we have on record. Use that exact address when you create your password.
- Open the link — it takes you to signup with the invite already applied.