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Client Secure File Portal

As a valued client, you have access to a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or other documents.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large files.

To start using the client portal please contact us to request a username and login instructions at 816-220-2001.

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