Client Portal2024-09-24T14:15:58-05:00
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Client Portal

As part of our commitment to improving client service, we are transitioning to Financial Cents, a secure platform for managing and tracking your services. If you’ve already been guided to use the new platform, please access Financial Cents using the appropriate link below. For those still using our previous system, you can continue to submit files through the original link.

Send Files

If you haven’t been transitioned to Financial Cents yet, you can continue using our current file submission link below to securely upload your documents. If you have any questions or need assistance, please feel free to contact us.

Financial Cents Login

If a member of our team has guided you through the Financial Cents setup, please use the button below to access your new portal. When prompted, enter the email associated with your account. You will then receive a secure link via email to connect directly to your account.

Learn and grow

Let’s get started

Let’s get started