Client portal

Thanks for your interest in our firm’s Client Portal where you can either upload your documents for our shared use, or download documents we have prepared for your use.

Effective December 1, 2021 we have selected Citrix ShareFile to be the new provider of our Client Portal, replacing the former platform hosted by CCH Axcess which is no longer available.

Clients who were utilizing our previous Client Portal will receive a WELCOME email during December and January indicating that their new Portal account is set up . If you were not a user of our former Client Portal and would like to have an account in our firm’s new Client Portal, please call our offices at (904) 396-2202 so that we can create one for you.