Secure File Exchange

Posted on March 3, 2011

We take client confidentiality and data protection very seriously. While we believe e-mail is a secure and dependable way to send your financial documents to us for review, we understand that some clients may be uncomfortable or unable to send us documents using their e-mail programs. If this is the case, we suggest you email us to learn more about our secure file transfer options.



Did you ever hear of a kid playing accountant -- even if they wanted to be one?”
~ Jackie Mason