The Client Vault is a secure, internet-based document storage, file sharing and communication tool, that enables our Firm to proactively manage all of your financial reporting. Please read more about the Client Vault security below.


The Client Vault is Secure.

Security features include 256-bit encryption, and password protection. Clients have access via the internet 24hrs a day, 7 days a week.

What is Encryption?

Encryption is the scrambling of data into a code that is unreadable to anyone who does not have the key that deciphers it. All your account information is protected by 256-bit encryption to maintain the privacy and confidentiality of your data.

Encryption works by turning your data into a scrambled code. The longer the code, the harder it is to break. By requiring a browser that supports 256-bit security, we ensure that you have a strong lock on your personal information. The most recent versions of Internet Explorer, Firefox, Safari, or Chrome are required to successfully transmit and receive 256-bit encryption.

Passwords and Other Security Measures

Another security measure is your Password. Every time you log on you will be required to enter your User ID and Password. You control your Password, and can change it at any time. To keep your information secure, you should not reveal your Password to anyone.

Please save or memorize your User ID and Password and keep them in a secure location. Once you have completed the Sign Up process, you may change your Password at any time. To maintain the security of your account information, we recommend that you change your Password periodically.

Your information is stored on a server that is under 24-7 surveillance. The facility utilizes the latest technologies for temperature control, fire protection and even finger print encryption on each server. The server has automatic redundancy and off-site backup.