Life Events

Document Management

Remote access to cloud information empowers us to stay productive, wherever you are.  We can send password-protected invitations containing links to encrypted files and neatly organized folders for our clients and business associates anytime.



Our document  pro-collection retrieval  service gathers client’s online statements, invoices, receipts, bills, and tax documents from their online accounts and stores them in one central location for encrypted bank-level security access.