Client Portal

A better way to send, receive and sign documents

Benefits to you

• • • 24/7 access to business assessment tools and downloadable documents and guides.
    • Better security than email
    • Easy file transfer for large documents.
    • Ability to sign documents electronically and have the signed document automatically sent back to us

Accessing the Portal for the first time

You will receive an email invitation from us to access the portal, click on the link in the email and this will take you to an area to enter your password. Please note, passwords must contain at least one capital letter and one number and be at least 8 characters in length. Once you have entered your password, you will be redirected to the portal login page.