Client Portal

Transfer Files

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

Don't have an established portal account? Use our Transfer Files option.

Have a dedicated client portal login ID and password? Use our Client Portal. For optimal usage, open with Internet Explorer.

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