As a valued client you get a secure portal to store and access your important financial documents from anywhere at any time.

Please click the link to our Citrix ShareFile portal where you can send our administrative staff documents securely and efficiently. Please click on the staff member you wish to send a secure email to and follow the instructions to send. The staff member you chose will get a notification once the email has been sent.

If you have questions or concerns, please contact our office at 619.295.0800.

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