Secure document exchange
Client Portal
Your portal is a private Microsoft 365 folder shared specifically with your email address.
Use the secure link sent to your email. For privacy, Gulf View does not publish a single shared portal link that exposes a directory of clients.
Existing clients
Open the secure SharePoint link provided in your Gulf View email. Microsoft may ask you to sign in or enter a one-time verification code sent to your email address.
Need access or a replacement link?
Important security reminder
Do not send Social Security numbers, tax returns, W-2s, bank statements, or other sensitive documents through regular email. Upload them only through your secure client folder.