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Client Login

Thank you for your continued support and for the confidence that you have placed in us. Below is your secure portal, it will allow you to upload and download sensitive files securely.

In an effort to make entering the portal easier, our software provider is changing the method to access your portal. The upcoming November 18, 2023 update will require a few extra steps to sign-in, but will improve future access.

Portal instructions or view Videos below:

1)    Sign-in as normal. If you have forgotten your username or password, please call Cindy or Misty at (970) 259-8000.

2)    You will not see our logo this time, but continue to sign-in. You will be prompted to enter the email address you want to use and password.

3)    Choose your preferred language and agree to the terms of use. 

4)    Once you press continue, a verification code will be sent to your email. Enter the code.

5)    You will then be prompted to log-in again. 

6)    You’ll need to enable two-factor authentication. You have 4 alternatives for authentication. Choose the one that you prefer and will work the best for you.

7)    Scan the QR code. You are in!

8)    The two-factor authentication that you choose will be used with each sign-in.

 

 

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

Videos:

New Portal Experience

 

 

How to Upload Documents

 

 

 

 

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.