Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
If you'd like to securely send us a private file or pick up a file in your own private data vault, please enter your username and password below, then click on the "Login" button.
If you do not know your username or password, please call us at (904)387-1128.
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24
This video shows how to access and print files through the File Exchange module. Length: 2:29
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.