Welcome to our client resources page. Below you will find many of our questionnaires and standard business forms.
NOTE: Items below ending with an * may require a username & password. Don't worry, if you are an existing client we have already created a username & password for you and it's easy to remember. Just follow the instructions outlined below. If you are a new client or are having trouble logging in, simply reach out to us and we will assist you.
Your username is the first 4 letters of your last name, followed by a ".", and the first 4 letters of your first name.
* So for example: client John Smith would have a username of "Smit.John".
Your password is the first 4 letters of your last name and the last 4 digits of your SS#.
* So for example: client John Smith with SS# XXX - XX - 1234 would have a default password of "Smit1234".