As a valued client, I am pleased to provide you with a secure, password protected portal to store and access your important financial documents.  This portal allows us to work together more efficiently by securely exchanging working documents, scanned receipts and very large files.   There is an added measure of security compared to Email attachments as every file is encrypted using the latest 128 to 256 bit encryption algorithms (depending on your browser).  The Vault is extremely easy to manage and I work individually with clients to determine which documents to keep and how to best organize the files within The Vault.  Whether you're at work, home, or on vacation you can always have access to your files.

To start using the client portal please register here.  If you have any questions or problems, please contact Michelle.