I have had one client upload documents already and she said it was very easy to use. I also love the fact that what she downloaded was already on my PC so I didn’t have to login to the site and download it before I could view it. Love that!”

I have thoroughly enjoyed using ComConnect. Keeping my client's financial information secure is a high priority. My clients and I feel very confident sharing information through ComConnect.
It's a plus that it's very easy to use!

As a one man show, it’s great to know my stuff is backed up, and when I get audited, I’ll be confident I’m taking care of that part

Hands down way better than OneDrive!

You were absolutely correct. It was ridiculously easy to set up the shared files on the new computer. Thank you.

The auditor was very happy to see the level of data security and two-stage data deletion. To me ComConnect is a huge part of operating a digital-forward company. Thank Jake!”

I was pretty stoked to realize that I can manipulate my MS Office docs (especially my letterhead) online...as my laptop is a Chromebook and therefore I simply couldn't do certain things while away from my desktop until now.

My biggest benefit has been securely saving and transferring files with clients rather than email or snail mail and Using as a client vault for their documents.

As a small virtual office with clients across the country and internationally, ComConnect makes it quick and easy for clients and advisors to share personal information and to know that it is safe and secure.

The secure download is a huge benefit, as you have a record of what and when clients download secure or disclosure material. If an employee deletes a file on accident, I have the ability to restore it at the click of a mouse from the admin account.