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Client Login

Client Login


Please enter your Client ID and Password in the fields provided.  Once this information is entered, you may also be required to click an "I am not a robot" checkbox and certain images to complete the login.  This is a level of security added by our software provider to prevent computer bots from attempting to log in to your account.  As an additional level of security, your password will expire after 90 days.  After that time period, you will be prompted upon log in to create a new password.

You are responsible for keeping your Client ID and Password data secure. If you forget your password, click on the "Forgot your password" link for assistance with resetting your password.

 If you need further assistance, please contact our office at 817-870-1057.

Uploading Files to File Exchange

This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24

Viewing and Downloading Files from File Exchange

This video shows how to access and print files through the File Exchange module. Length: 2:29

Viewing Document Presentation Files

This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58

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.