As you work with various financial professionals, it is prudent to consider how you share private information. It is also important to make sure that each person receives only the information that is appropriate to them.

We have established a new file sharing system, Box.com, which enables us to share with you and your trusted professionals in a more secure way.

Please watch the attached video for a brief explanation of our new system.

Call us at 877-487-6860 if you have any questions about using your shared client Box folder. This is particularly handy as we enter tax season!