Click Here to Access Your Client Portal

The security of your sensitive information is very important at DS+B. It is also important that you have a way to send us important financial documents safely and conveniently, no matter how large the files may be. Through our Client Portal, you can access and transfer files from any computer connected to the internet—whether you are at your home or business. The Client Portal is a web-based application that allows for the encrypted transmission and storage of your electronic financial documents and other important files.

Benefits :

  • 24/7 Access to your important financial documents
  • Safe, secure file exchange of confidential information
  • Conveniently stores two years worth of complete documents (no need for paper files)
  • Easy method to forward financial documents to third parties
  • You control which parties have full or limited access
  • Eliminates lost, delayed or potentially vulnerable data sent by mail or email

Questions :
If you are having trouble accessing the Client Portal or have other questions, contact Jim Stern by email at or direct at 612-630-5060.  DS+B will respond to your inquiry as soon as possible.