Client Portal
Our client portal is a virtual, secure, online filing cabinet between Swartz, Retson and our clients. Use it to send us documents without worrying about attachments or file sizes. We can deliver documents to you though it as well. Your documents are always available, thus eliminating the need for paper copies or email security issues.
The client portal is easy to use. We'll send you an email with a link to access your portal. You create your own usename nad password. We'll answer any questions you may have and walk you through the process of sending and accessing your financial informaiton.
