electronic documents

Securely send your electronic documents to us

Scan your documents either by using a scanner or by taking a photo with you phone or tablet.

Electronic documents can be sent securely using the following options: 

1. Client Portal

Log in to your client portal or register for a client portal

Client Portal
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Client Portal

Secure Document Transfer

• Contact us by phone or email and request a link. We will send you an email. 
• Open the email using your computer or phone.
• If using a computer click on the link in the email and browse to the file location.
• If using a phone, click on the ‘Browse Files’ link then select your camera.
• To send additional documents click on the Add+ link for each document.

Document Scanning Tips:

• Save as a .pdf file format
• If you don't have a scanner, download and use a scanning app on your phone or tablet
• Ensure double-sided documents are scanned front and back
• Save images of pages from the same document within the same pdf file