Client Portal

The tools you need to make doing business with FL as easy as 1, 2, 3.

This functionality is used by most clients. This return portal should be used to transmit your personal tax documents, as an example. 

Click on the button below to upload files and send them securely to your FL contact. Please take a moment to watch our quick tutorial video or read the step-by-step instructions.

1) Receiving documents securely from FL Fuller Landau

If an FL professional wants to send YOU a document for your records, you will receive an email containing a link. All you have to do is to click on the link, and download the file(s) on your computer. 

Here is what a typical FL email containing a Box link will look like:

2) Sending documents securely to FL Fuller Landau

If you want to send FL individual or corporate mandate-related documents, all you have to do is to access our FL secure client portal, enter a few mandatory fields (name, email, company name, etc.) to identify yourself, the document sender, and upload your documents either by selecting them on your computer, or using the secure portal drag and drop functionality, then clicking on Submit.

The secure client portal is accessible here and under the new “CLIENT PORTAL” section of our website.  This section is located at the top right of the FL website landing page.

Here is what the FL secure portal looks like:

Once your documents have been uploaded, you will receive an online confirmation message that will look like this:

This functionality is used by a restricted number of clients, to remove the hassle from exchanging emails back and forth while collaborating on your files.

Before clicking on the button below to access your private folder and start collaborating with FL, please take a moment to watch our quick tutorial video or read the step-by-step instructions below.

Note:  In order to collaborate with FL using the secure client collaboration portal, you will need to create a Box account, at no cost.

Please check your inbox for a welcome email from Box.

OR, if you already have an account

Step-by-Step Instructions

Once an FL member sends you an invitation to join our Secure Client Collaboration Portal you will receive the message below:

Please click on Accept Invite and proceed to Create Your Account.

Once your account is created, you will receive an online confirmation, including a request to verify your email:

In your email inbox, click on Verify Email:

Once you will have verified your email account, you will go through a short tutorial.

You can now see the see the folder(s) that FL shared with you.

If you navigate within your secure client collaboration portal folder, you can view, download, upload, or even edit files directly within Box by using Microsoft Office or Google Docs (Word, Excel, etc.).

In order to edit a file, you must preview it by opening it and selecting Open Options on the right-hand side, or simply download it from there.

Once you are done editing a file, you can close the saved file and your FL contact will be notified that changes were made to it.

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