Secure Access
Existing Clients
Sign in with the credentials your case manager provided. If you need a new invitation, contact your case manager or call 800-829-7483.
Open ClientHub →Link opens the current Legacy client portal.
What lives here
- Secure messages
- Document exchange
- Tax notice uploads
- Transcript and authorization status
- Compliance requirements
- Case milestones
- Appointments
- Payments and financing
- Engagement documents
- Resolution documents
- Ongoing action items
