How to Create your Online Client Portal
To start off, please call our office at 925-602-0100 so we can register you to receive an invite to our secure portal. Make sure you provide them with an accurate email address. This will be your Unique ID to login as well for resetting your password incase you forget it in the future.
Step 1:
You will receive an email invitation from us that looks like the image below. Please click on the activate button.
Step 2:
Register by filling in your First name, last name, phone number and creating your secure password.
The password needs to be 12 characters or more AND contain atleast one
Upper case letter
Lower case letter
Number
special character such as ! @ $ %
for it to be successful. Then accept the terms and click on create user.
Step 3: .
Once you are successfully registered, you will be redirected to the login page.
Here, enter the email with the password you just created and sign in.
It will send a verification email with a 6 digit code to your email.
Enter in the code and click submit.
Step 4: .
Congratulations! You are successfully logged in and you will see the screen below.
On the left panel click on files and folders.
Click on your name/business name if you are a business.
Step 5 : .
You will see a folder called “upload documents”. Click on it.
You are ready to upload your documents! Click on the upload file button and pick all the files from your computer.
For Mobile users:
If you are logging in from the phone browser, it will allow you to upload from your photo library or take a picture and upload directly.
Once you open your files, you should see them uploaded as shown in the image below. Make sure you hit “save file” for it to get uploaded.
Step 6:
Make sure your files are showing up in the “Upload Documents” folder and you are done!
You are now ready to make an appointment!
You can make it yourself online or you can call us at 925-602-0100 and we can help you make one.