Secure Document Exchange
Choose the option below that best fits your situation to securely send documents to our team.
Upload via ShareSafe
No client portal account? No problem. You can securely upload and share documents with our team using ShareSafe — no login required. Simply click the button below to get started.
You will be redirected to our secure ShareSafe portal.
Log in for full access
If you already have a client portal account, log in to access your full document library, upload files directly to your account, and communicate securely with our team — all in one place.
You will be redirected to our secure portal provider, ClientAxcess.
Not sure which option to use? Call us at (508) 528-1305 and we'll be happy to help.