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Welcome to our Client Portal service
This area lets you to send, or drop, information to us in a more secure format than regular email.
In the near future, we look to also provide the ability for our clients to collect copies of their financial information from this area, such as their business financial statements or personal income tax returns. All in a safe and secure manner.
To use our Drop Box service, please click on the following link:
http://dropbox.yousendit.com/AlanWeisbrodCA
If you have any questions, or comments, about this feature, please contact our office.
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