Securely send and receive documents

24 hours a day, 7 days a week.


Our two-way client “vault” allows secure delivery & receipt of documents, providing for more secure transmission, communication, organization & storage of important personalized records.

The documents that will be posted to your personal vault will include the tax organizer & engagement letter pertaining to the preparation of the 2023 tax returns. 


Don't have an account?

Please call Mary Boncada at 732-739-8991 or email at




Our client vault is managed and hosted by Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors. Tamarac does not hold customer funds or securities