As we move forward to enhance our technology and create a more seamless client experience, we will be eliminating the File Transfer Site currently in use (“The Portal”.) The current Portal will only be available to upload documents until September 30, 2025. After this date, you can access our website to send files securely via SafeSend Exchange:

• Go to the SafeSend Exchage page here. 
• To send directly to a Team member, click the link to be directed to our Staff Page.
• Click the name under the Team member.
• Under their photo, click the “Send Us Your Documents” button.
• If you do not know to whom you need to send the documents, you can choose the generic office option on the main Portal screen.
• Each staff member also has a secure link in their email; you can use this link to securely send files directly.
• Enhancements to SafeSend will be coming in the future.