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Client Portal
CLICK HERE TO ACCESS THE NEW ONLINE PORTAL
The online portal is a simply and secure way to transfer and receive documents. Uploading and downloading documents from the portal is easy and it's much safer than sending your sensitive information via email.
HOW TO GET STARTED USING THE PORTAL
1. Provide me with your name, email address, and social security number (preferably via phone).
2. You'll receive an email from me with a link to get started.
3. Click the link to set up your account password.
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