As the office of yesterday shifts to homes and coffee shops and locations of convenience, data security becomes more and more important. Financial records often contain sensitive, confidential information. We value confidentiality and data integrity, and that is why we partner with Sharefile for all of our data sharing. Your records will be secured to meet the most rigorous industry standards, and you can feel confident that you have complete control over who has access to those records.
Through our customer portal, you will have access to your own Sharefile account, where you can upload and download documents related to your financial statements. You can also store important contracts, fixed asset files, policy manuals, etc, as a repository for information you need to refer to.
Need help with secure file transfer and storage? We can help.