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 firstname.lastname@example.org
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