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We are making it even easier to share important files with our clients.  You can upload and download documents from your computer, tablet or mobile device!

If you have previously used this portal, enter your username and password under the "Sign In Now" box and click on the "Submit" button. 

For new clients or those who have not yet been set up with a username and password, click on "Upload" under "Guest Exchange" to send documents. 
Please fill in all fields, select your document(s) to upload and click "Upload".

REMINDER:  Please save any fillable client info forms to your device BEFORE uploading to portal.
  If you do not save, they come to us blank.  

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