Office Home Page

Links to office pages

Upload File -Non Client

Use this link to go to page with file upload and email notice to non-clients or for file uploads to clients that do not need to be preserved in client portal.

Upload files to client portal

Use this link to upload files that should be made available to client portal with notice to client by email

Send text messages to client

Use this link to send a text message to  client

Send private message

Use this link to send a private message to client with notice of message with link by email.

Add new client

Use this link to add a new client to the client portal.

Edit/View client

Use this link to view clients and edit client info for portal, including changing password.  You can also view client messages, files and notes.