Clients Come First

Client Portal
Use our secure client portal to access your documents online and deliver documents to us.

If you have a portal account login here.  If you do not click here to request one.

Secure Email
At Dorsey, we always strive to provide the best possible experience for our clients. That includes easy and secure communication. Secure Email is a simple method to send and receive encrypted email and attachments to and from Dorsey professionals.

When a Dorsey advisor needs to send you information that’s confidential or private, the Secure Email system makes sure your information is encrypted. The system is ideal for a variety of types of information:

  • Financial Data
  • Protected Health Information (PHI)
  • Personally Identifiable Information (PII)
  • Any other information that could be considered sensitive.

If you need to initiate a secure email click here.

E-Signature
Now you can sign your documents securely and safely using Dorsey’s E-Signature from the comfort of your home or office.

We send you the documents you need to sign, you sign them, and you send them back.

No printing, no having to come into one of our locations, no problems.

  • Free One Hour Consultation

    Visit us soon and take advantage of a FREE one hour session discussing where you are, where you need to be and how to get there.