We are in the process of migrating to our new Client Portal (Maxyfi).
Over the next several weeks, we will host scheduled training sessions to introduce you to our new Client Portal (Maxyfi) and walk through its features and functionality. Following your training session, you will receive an email with instructions to create your new login credentials.
In the meantime, you should continue to use the old Client Portal (CDS) to access your reports, notify our office of closed/recalled accounts, or report payments received in your office.
IF YOU NEED TO VALIDATE ANY PAYMENTS THAT ARE NOT SHOWING ON THE OLD CLIENT PORTAL (CDS), PLEASE CONTACT OUR CLIENT SUPPORT TEAM AT 888-317-2327 EXT. 6.
We appreciate your partnership and look forward to supporting you through this transition.