Bulletproof File Sync and Backup Cloud For CFP® Pros

Does your file sync do this?

Discounts for members of:

Garrett Planning Network

Industry Recognition:

ComConnect File Sync Kitces

Your RIA Firm's private 5 TeraByte
17a-4 Compliant Cloud.

Start Your cloud For Just $1.

1 user
$25
Per month

3 users
$60
Per month

5 users
$75
Per month

Access your files Anywhere

Purchase annual and get a month FREE

Compliant Protection For Your Client's Data And Company Files 

Encrypted File Sync

Secure Sharing

Continuous Backup

Over 80 RIAs have Trusted ComConnect File Sync to protect their company's data

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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

Robert J Falcon, CFP®, CPA/PFS, MBA Certified Financial Planner
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You were absolutely correct. It was ridiculously easy to set up the shared files on the new computer. Thank you.

Robert J Falcon, CFP®, CPA/PFS, MBA Certified Financial Planner
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"I didn’t actually worry. I felt stupid, but I didn’t worry… (5 minutes later) Now everything is accessible again and I can work!”

Gail Pelsue, AIA Architect
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When I first heard about ComConnect's ability to securely store information, I was interested. The ability to securely share files with my clients was a plus.

My favorite feature was the automatic file backup in case of a computer malfunction or ransomware. However, what sold me was the personal service I have received. I'd never get that level of one-on-one with another provider. Thanks, Jake!

Pam Horack, CFP® Certified Financial Planner
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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.

Meg Bartelt CFP® Certified Financial Planner™
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Hands down way better than OneDrive!

Becky Salsburg, EA, CFP® Accountant and Financial Planner
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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
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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!”

Jason Ball CFP®, ChFC®, CLU® Financial Planner
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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
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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!

Rianka Dorsainvil, CFP® Financial Planner

Cornerstone Features

Word, Excel And PowerPoint Editing From Work, Home and the web

Users can have as many computers as they want

Once A File Is Synced, It Is Also Backed Up

Admins have incredible control and data security

5x Types Of Backup And Data Protection

WORM compliant, Ransomware proof

Secure File Sharing For Any Folder Or File

Granular permissions for everything


The ComConnect File Sync, Continous Backup and Sharing platform is more like a comprehensive insurance policy while Drive and Dropbox are more like peril specific policies.

Seamless and Easy

  • It all "just happens" in the background
  • Continuous And Accessible
  • Sync across all your devices
  • Share securely with clients
  • Backup Of Any File Or Folder

Incredible Value

  • AES 256-Bit Encrypted Data Cloud
  • First user Account included
  • Combines Backup, data protection, productivity tools, remote file access and more
  • Starts with 250 GB cloud storage

Unlimited Guest Users for your clients • Unlimited Devices (Mac, PC, iPhone, Android) • Highly Configurable security policies • Branded to your firm • Web-Edit and Collaborate With Team Mates on documents 

Each Additional User Is $15/Month

This system saves you time and money every week.
We use it and see it Ourselves.

We Want You To Experience The Platform RISK-FREE
But "Seeing Is Believing"

Combined Backup, Share and File Sync across all your devices.

Core Features

  • ComConnect Syncs across all your computers, phones and tablets.
  • ComConnect Shares files between coworkers and other users.
  • ComConnect is a continuous backup SaaS. Once a file is synced it is backed up.
  • Online collaborative editors so your team can work on files simultaneously.
  • Fleet of independent data centers around the world.
  • Files redundantly backed up as soon as they are synced.
  • Restore technologies for any data crisis (e.g. ransomware, accidental file deletion).

Benefits

  • A single master document for every file accessible from any computer, phone or web browser.
  • Backed up with restorable versions.
  • Access your files whether your at the office or on the go.
  • Maintain FINRA, SEC or HIPAA Compliance with ease with preview-able and restorable WORM revision technology.
  • Ransomware and file deletion protection.
  • Never lose your work• Retain all your data through staff changes.
  • Runs seamlessly and continuously in the background.

Add The Power Of your own data Cloud To Your Hard Drive A Suite Of Integrated Cloud Based Tools