Welcome to Concannon Miller’s Secure ClientAccess
Welcome to ClientAccess, our secure client portal where you can upload, download and view your documents 24-7-365. There are some great features to help you access and send your financial and tax information, including automated password retrieval, simplified file uploading and downloading, and a single login for both uploading and document management.
The portal has multiple levels of security. Remember, NEVER give out your login and password information to employees or others, or you risk the security of your documents.
If you are a client of our firm and have not yet registered for a portal account, please call Scott Groner at 610-625-1168.
Click on the links below for easy access to instructions.