Your Secure Client Portal
Simple. Convenient. Secure.
Manage Your Documents With Ease.
Our Secure Document Center provides a convenient way to exchange important tax and financial documents with Davis Financial & Associates Group.
Through your client portal, you can upload requested documents, access files shared with you, and keep your financial information organized in one convenient location.
How to Use the Secure Document Center
Follow these simple steps to securely access your client portal and submit documents.
1. Access the Secure Document Center
Click Access Client Portal to get started.
2. Sign In or Create Your Account
Sign in to your existing Odoo account or create a new account using your email address.
3. Wait for Your Personal Client Folder
After your account is created, a Davis Financial staff member must create and share your personal document folder with you. Your folder will not appear automatically when you create your account.
4. Access Your Documents
Once your folder has been created and shared by our staff, go to Documents to access your personal folder and view any document requests.
5. Upload Your Documents
Inside your personal folder, click New → Upload to securely submit your documents.
Important
New clients: Creating an account does not automatically create your document folder. Please allow Davis Financial staff to set up and share your folder before attempting to upload documents.