Client Portal
Connect with us
The FCR Client Portal is your digital gateway to efficient, secure document exchange. Access, upload, and manage your financial documents with ease, anytime and anywhere.

What is FCR Client Portal?
The FCR Client Portal is a robust, web-based platform for safe and efficient document sharing. Here, you can securely access financial statements, tax returns, and more, while also sharing essential documents with our team, all within a paperless, organized environment.
How it works
- Request Access: Complete our online form to express interest.
- Portal Creation: We set up your secure private portal.
- Welcome & Instructions: Receive an email with setup instructions and another confirming portal creation.
- Document Management: Once set up, access and manage documents easily. Receive notifications for new uploads.
Benefits of using the portal
24/7 access to important documents
Electronic organization in a secure environment
Hassle-free uploading of large files
Swift, secure sharing with third parties
Instant document access for our team