Secure Vault Services

As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.

• Secure Client Portal
• Interactive Tax Organizer
• Document Management System
• Secure File Exchange
• Off-Site Backup

Quickly access important documents anytime & anywhere.
Securely store tax data, financial statements, source documents, software & more.
Safely exchange large files and sensitive financial information

Interactive Tax Organizer

Dynamic web application allows you to securely access tax information anytime from anywhere.
Interactive Tax Organizer to help organize your tax information online.
Eliminate mail and paper organizers.
Save money, time, and paper when filing your taxes

Document Management System

Move toward a paperless office.
24/7 access to tax returns, financial statements, scanned documents and more.
Safely store vital company information like employee data, corporate papers, legal documents and more.
Files are backed up daily and archived in our secure data-center.

Secure File Exchange

Securely send files that are too large for email.
Maintain detailed audit trails for every file exchanged.
Confirm file delivery and receipts with email notifications.
Save money by eliminating costly courier expenses.
Simplify work team collaboration with shared online files and folders.
Securely control access to files and folders.
256-bit file transfer encryption.
Automatically backup all files daily and more

Off-Site Backup

Lights-Out Automation
Automatically backup critical firm files offsite
Eliminate unexpected critical loss of data
Eliminate time consuming difficult back-up alternatives
You do nothing - we do it for you!
Store and manage as many versions of the same file as you wish.
Backup multiple computers and multiple offices
Backup Desktops, Laptops and Servers.
Powerful scheduling and logging features
File logs of what was backed up and when
Piece of mind
Keep critical files safe and secure.

Encrypted with an unbreakable 256 bit Secure Socket Layer (SSL) Your backup data is safely stored in state-of-the-art, Tier-1, Data Centers with round-the-clock security, environmental protection, and redundant power and fire suppression systems.