CLIENT PORTAL

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Sending Confidential Documents

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If you are sending confidential files that contain PII (Personally Identifiable Information),

use our secure document upload below. 

 

Alternatively, you can fax your documents to us. 

We do recommend you let us know if you plan to fax your documents

to us so that we can be on the lookout.  Fax: 941-752-6612​

 

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