Client Center
Tampa

Share Safe

Secure file upload — no login required

Please use ShareSafe to securely load your documents, if you do not have access to a Client Portal.

This option is designed for secure, encrypted file uploads without the need to create an account or log in. Documents submitted through ShareSafe are delivered safely to our team for review.

Load Files via Share Safe

Client Portal

Secure file upload - log in required

Use the Client Portal if you have received an invitation and have login credentials.

The Client Portal provides a secure environment to upload, access, and retrieve documents throughout an active engagement. It allows for ongoing collaboration and centralized document management.

If you do not have portal login credentials, please use ShareSafe instead.

Load Files via Client Portal
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