The best way for CFP® Pros to PROTECT ​
Client and Firm files

Every ComConnect File Sync Organization starts for just $1

Then $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

Thank you so much for working through this. This is exactly why when someone asks me about what I use for storage, I always recommend ComConnect. I appreciate your help here.

Pam Horack, CFP® Certified Financial Planner

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

Meg Bartelt Certified 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 60 day money back Guarantee

What is ComConnect File Sync?

Backup, Share and File Sync across all your devices.  

Used by members of:

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

financial planning association

Runs Seamlessly And Continuously.

Add The Power Of The Cloud To Your Hard Drive With A Suite Of Integrated Cloud Based Tools.


$1 to start your own cloud.

All your files the same place. 

Accessible from anywhere. Backed up continuously.  Work collaboratively with your team mates in real time.

With our guarantee, there is nothing to lose. (especially not your work)