Client Portal
Welcome to the InConcert Client Portal. Instead of emailing sensitive documents, we’ll use this secure portal to receive documents from you and send documents to you.
Here’s how:
To Receive Files from Us
You’ll receive an email from the ICFG team whenever a new file is available for you to download from your portal.
Access the file by clicking the link in the email and providing your PIN (provided in the same email). This PIN will only work when the file is accessed through the link in the email. If you are not receiving emails from ICFG, please call our office at (510) 235-1044.
To Send Files to Us
- This link will take you to the ICFG secure portal page:
Document Portal
- Once you’re in the portal, click the Upload button on the right to securely upload files to us.
- On the next page, input your name, your email address, the recipient, and a quick note about the file(s).
- Select the file(s) you would like to share with the ICFG team from your computer.
- Click the green Upload button, and the files will automatically be shared with the chosen recipient.
