Send/Receive Files

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Our client portal allows secure transfer of confidential documents between our clients and staff members. Unlike email, all correspondence through the portal is private with unlimited file size to upload.

Click Here to Access Share Safe

Former Acumen Financial Services Portal ***Download Prior Documents Only***
Please contact Melissa at if you need your password reset or a link to the former Acumen Financial Services portal to download prior year documents.

Note: All incoming information should be uploaded via Share Safe link above.

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