The best way for CFP® Pros to PROTECT their Firm's files

Every ComConnect File Sync Organization starts for just $20/month.

  • Includes your Data Cloud and initial user
  • Each additional user is $15/month
  • Unlimited Guest Users
  • Branded to your Firm
  • Double Your Space (500GB) and Advanced Networking for $10/month

"In case anyone is interested, I've been using ComConnect for a few weeks now and really like it. "

Raquel Hinman, CFP® Financial Planner

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!”

Shanda Sullivan, CFP® Financial Planner

ComConnect is a well thought out system from front to back. The user experience is clean and intuitive, the functionality is more robust than any other document management software I've seen, and the security features demonstrate that you're putting top-quality tools to work for both your clients' security and your business' compliance policies.

David Bowman CFP® Oursourcing Financial Planner


This system saves you time and money every week but "Seeing is Believing" 

We believe that 30 days isn't adequate to know if it's a fit

We want you to use the system RISK-FREE

For this reason we offer a 90 day money back Guarantee

Used by members of:

financial planning association

And small financial planning firms and RIAs located all over the country​

What is ComConnect File Sync?

Backup, Share and File Sync across all your devices.  

Runs seamlessly and continuously.  Add the power of the cloud to your hard drive with a suite of integrated cloud based tools.

Best data protection you will find.

Continuous (not scheduled) backup and 2 stage delete

Have your work files unified.

Whether you're at home, work or on the go you and your team always have the most current version.

Secure sharing for both guests and team mates

Unlimited Guest Accounts

for secure collaboration with your clients and contractors


$1 to start your own cloud.

All your files the same place.  Accessible from anywhere. Work collaboratively with your team mates in real time.

With our guarantee, you've got nothing to lose.