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Client Portal

Use the link below to visit Encyro, which is a portal website that allows us to electronically exchange important documents without the security risks of email messages. It also allows easy access to previously exchanged files, including tax returns, financial statements, and anything else that is important to your financial well-being.

This link will take you to my upload page where you can send me important information. When I share documents with you, you will receive a link to Encyro in your email.

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