What is the client portal?

A secure space for clients and our office to send and receive documents. Multi-factor authentication protects clients and our office from password theft. Files are encrypted during transmission and when not being accessed, so they’re safe from start to finish.

​​​​​​​What happens when I sign up for a portal? 

When a portal is created, you receive two emails from the office: one contains simple login instructions and the second contains a temporary password. When you first log in, you see a brief tutorial explaining how to use the portal. 

How do I send and receive files through the portal?

You can upload and download files via the portal site at www.clientaxcess.com. To upload files to our office, click the blue “Upload” button and follow the prompts. To download files, check the boxes next to the files you want to download and then click “download.” Follow the prompts to select the destination on your computer you want the files downloaded to. For step-by-step instructions, click on our Upload Guide here.  For detailed directions on how to use the Client Portal, see our Client Portal Guide, available for download.

What is the link to the portal?

www.clientaxcess.com. 

What is my User ID? 

Your User ID is your email address.