Carollo & Co offers clients a secure Client Portal providing a convenient and secure method of transferring documents.
You can log in to your Client Portal account from any web browser.
Simply type in your User Name and Password and click Login.
Where previously you would have to either physically transfer documents or attach them to emails, you can now simply upload your documents to the Client Portal, from where they can be downloaded by us.
Once a request for signature has been issued, you will receive an email with instructions for downloading and signing the document. You then simply click on the link in the email to open the Client Portal Login page.
Simply contact our office by email, give us a call or fill in our on-page form.