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Client Portal Instructions

This is a quick overview of the portal setup process & where to enter your credit card.  If you have any questions, please reach out by email or call us at 440-442-9725.

Step 1:

Visit our Client Portal using the unique link from the email.

Create your user name

Click the green Next button.

Step 2:

Create your password

Click the green Next button.

Step 3:

Select & Answer Security Questions

Click the green Next button.

Step 4:

Review Terms & check box to left of “I Accept”

Click the green Next button.

Step 5:

Enter your User Name and Password

Click the green Login Button

Step 6:

Click on Account at top of screen

Add your credit card

Enroll in Autopay (optional)