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Secure File Exchange & Vault

As a valued client you get a password protected online Secure File Exchange & Vault to store, share, and access your important financial documents from anywhere, at anytime.

Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database (up to 500MB, or 0.5GB per user). **

To start using the Secure File Exchange & Vault please login above, or register here.

To learn about security measures we use for this service click here.

**Files and data stored in the Secure File Exchange & Vault are accessible by authorized Firm staff members.

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