Client Portal

Transfer Files

Cohen & Company offers two methods to securely and easily exchange documents with our clients: the CohenWorks Portal, a bidirectional, document exchange portal that supports unlimited files and file sizes, and a service powered by SendThisFile that allows clients to send Cohen individual files. Please discuss with your service team which of these options will work best for you.

The CohenWorks Portal, powered by Suralink, is a flexible, document exchange portal that supports the relationship with our clients by enabling bidirectional requests while providing transparency and notifications into the status of each engagement’s requests.

SendThisFile can be used by clients to send individual files to your Cohen service team.