Client Portal

Cohen & Company offers two methods to securely and more easily exchange documents with our clients: a service powered by LeapFile to transfer individual files, and a client portal to transfer multiple files.

Which Should You Use?

Don’t have a dedicated portal, or your account was established through our St. Clair Shores, Mich. office when it was GHD?
Use our Transfer Files option.

Have a dedicated client portal login ID and password?
Use our Client Portal.

If you had a client portal account that was previously established through our St. Clair Shores office, please discuss with a member of your service team to establish a new account under the Cohen & Company name.

 

Don’t have a client portal but want to explore the option? Please discuss with a member of your service team to determine what’s right for you.