Client Portal

We provide our clients with access to a secure online client portal to share documents, request information, and communicate safely.

For security reasons, each client is issued a unique, private access link to their portal. If you are an existing client and would like access, please contact us and we will be happy to set this up for you.

Our client portal allows you to:

• Securely upload and download documents

• View and respond to requests in one place

• Keep sensitive financial information protected

• Reduce email and paper document exchange

• Access your information anytime, from anywhere

To request portal access, please email us at: megan@callaghanco.com