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Resources

TECHNOLOGY RESOURCES

Zoom – is a video communication platform that we use if unable to meet in person. If you have a scheduled meeting with me soon, and have questions with attending a Zoom meeting and need instructions on how to use this feature, please reach out and I’ll help you.

Client Portal – our Dropbox portal is the most secure way to upload/download all your documents. Every client already has a portal. If you are not familiar with your Dropbox portal and need to get documents to us, please email to: [email protected] or [email protected] and we will call you with a free tutorial on how to efficiently and successfully use this feature. Features of the Dropbox Portal include:

  • 24×7 access to view or download your files from any modern Web browser on a desktop – no plug-ins required!
  • A client-facing mobile app for iPhone®, iPad® and Android devices.
  • A simple drag and drop interface for uploading files on a desktop computer.
  • The ability to take photos with your smartphone or tablet and upload them to your portal.
  • Secure, end-to-end encryption of all files transmitted and stored

We thank you in advance for your patience as we move forward with these processes.

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