Client Access

As part of our commitment to exceptional customer service, we offer all clients access through our portal. The Rubino & Company portal uses a secure server to keep your information safe, and all files stored in the portal are encrypted for additional security. Instead of sending files via email, you can quickly and intuitively communicate with our team through the portal. All documents are automatically deleted after four weeks, and you will receive an email whenever new files are uploaded for you to utilize.

Use Our Intuitive Client Portal

If you are using our portal for the first time, please read through our client portal agreement and complete the portal registration form. Once the form is completed, return it to your point of contact at Rubino & Company to complete the registration process.