Answers about our services and secure client portal.
Email verification confirms that the account belongs to you and helps protect access to sensitive financial documents.
The portal uses two-step login confirmation. A fresh one-time code is sent to your registered email after your password is accepted.
The portal tracks a minimum submission target of five documents. The exact categories required depend on the service you are receiving.
Yes. Every uploaded file displays a current review status such as Pending, Under Review, Approved, Rejected or Requires Resubmission.
No. Sensitive files are stored behind a protected download controller that checks authentication, ownership or administrator permission before streaming a file.
The administrator can provide a review comment explaining the issue. You can then upload a corrected document and continue the review process.
No. User and administrator passwords are stored with PHP password hashing, and one-time verification codes are also stored as hashes.
Yes. The password reset flow sends an expiring single-use token to the registered email address.