We are excited to introduce the latest technology on secure file sharing to help simplify your financial life. With that in mind, we would like to share your personal box folder with you. This allows you greater control and freedom when it comes to your important files.
If this is something you’re interested in, please click below to inform us. No need to reply if you do not want access.
- Free online storage of your documents including meeting notes, tax documents, wills and POAs
- Access your documents anywhere from your personal computer or mobile device
- Easily share files from your computer or take a photo from your mobile device
- Every file is secure and confidential
