Telephone:  831-269-3772                                                                     Text: 831-869-6991                                                 email:                                                                                                                                 

Client Portal

The Client Portal

Each client has their own client portal on our secure server.  From the client portal, clients can view files, send and receive secure encrypted messages, and complete tasks in addition to keeping track of their financial history. You can reach your client portal here.

If you cannot access your client portal, or have questions about this portal, please contact us.


Latest News

California Beach Remains open to the Public.  The US Supreme Court denied a petition for writ of certiorari filed to challenge a California Appellate decision ordering the Martins Beach area of San Mateo County to remain open to the public pending the filing of a development permit with the California Coastal Commission. For more information please see our latest article on this.