Bulletproof File Sync and Backup Cloud For CFP® Pros

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Your Firm could have a private 5 TeraByte
Compliant Cloud.

Start Your cloud For Just $1.

1 user
$25
Per month

3 users
$75
Per month

5 users
$60
Per month

More Users
Contact Us

Access your files Anywhe​​​​re

Purchase annual and get a month FREE

Better Protection For Your Client's Data And Company Files Over 50 RIAs Trust ComConnect

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I recently had a scare that my new computer had completely died. Everything important for my business is saved to ComConnect. Despite the stress of dealing with the computer itself, this was a significantly better experience than I’ve ever had before!

Natalie Wagner-Willis CFRC℠ Cash flow coach
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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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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.

Brent Dickerson, CFP® EA CFP® Professional
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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
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Fyi, ComConnect ROCKS today... I'm in the office wading through a ton of past due bills, [incorrect] passwords and just stuff that needs to be cleaned up...

Can't really find anything in my office or computer... but if I go to ComConnect and do a search it... has found what I needed three out of four times.

Urban K. Hutchins General Contractor
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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 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
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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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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.

Jason Ball CFP®, ChFC®, CLU® Financial Planner
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Recently, we had a computer crash and setting up a new computer on ComConnect was as easy as logging in and linking the computer!

Jason Ball CFP®, ChFC®, CLU® 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 Gues​t 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).

Some 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