Personal Document File

Keep your privacy – and your peace of mind – secure

Your Permanent File

We can’t stress enough how important it is to maintain a permanent file.  Keeping everything in one place saves time and also helps family members assist you or settle your affairs. We encourage all of our clients to create their own permanent file by scanning any and all important documents that need to be archived. If you don’t have access to a scanner, we can process your documents in our office.

My Documents

After you’ve created your permanent file, use My Documents to solve the problem of keeping your important documents safe and secure in one location. With My Documents, you can easily exchange confidential business files by making them available for encrypted, password-protected download. Rest assured that your data is sent securely and in compliance with legal regulations regarding the privacy and security of confidential information.

Key Features:

  • Password protection
  • Storage for any file type
  • Secured and back-up storage
  • Data encryption
  • 24/7 access from any location

All communication between My Documents and end users are encrypted using the Secure Socket Layer (SSL) and undergo daily third party security audits and virus scans. Want to learn more? Please give us a call.