Document Portal Instructions

Our document portal is hosted by Verifyle.com.  Our decision to use this company is based on the high-level of security the website provides for your confidential financial documents.  The document portal has a separate login.  

When your receive an link from us to login to on Verifyle use that link to access the “workspace” we have created.  If you create a separate workspace in your free account we are unable to view it unless you provide access by inviting us.

If you have any questions about the document portal please email [email protected].