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 login to the Secure File Exchange & Vault, please click here. You can also access this login page directly from the main menu above. To register and start using the Secure File Exchange & Vault please click here. To learn about security measures we use for this service please click here.
** Files and data stored in the Secure File Exchange & Vault are accessible by authorized Firm staff members.
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