New Client Portal 2026

Welcome to a preview of your New Client Portal

Our software provider, Tamarac, has instituted some changes to client portals taking place on January 1, 2026. To help you get oriented with the new look and feel, we have produced this brief walk-through of your New Client Portal, highlighting the changes.

Here is to a prosperous 2026

New Clients

How to Sign in to your Client Portal and Setup Multifactor Authentication

New Clients – Watch this brief tutorial to guide you through accessing your client portal and enabling your multifactor authentication settings

Existing Clients

Post Documents to Client Portal

Add Multifactor to Client Portal

Existing Clients – Watch this brief tutorial to guide you through updating your security preferences to add one-time passcodes as your method of multifactor authentication