216 Essex Street
Your interests and goals always come first.
This portal is provided for Cabot Wealth Management clients only. Please contact us about the features available through the portal, including the ability to upload documents and more.
As a Cabot client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
We take the security of your personal information seriously. To stay ahead of an increasingly complex digital world, we have created a secure document portal for your convenience.
Documents uploaded to this portal are fully encrypted, ensuring the confidentiality of your information. This is a more secure method of electronic file sharing than email.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks™ files.
In addition to providing hard copies of your tax-related documents, you are welcome to upload your documents to our portal at any time.
We will receive an automated email notification to let us know that you have uploaded documents for us to access. We can also share documents with you this way.
For first time users or for additional information, please contact your Advisor or the office at email@example.com. We will provide you with custom login and password.
For existing users login using this button:
The client portal is hosted by ShareFile provided by Citrix, our tax software provider.
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