Occasionally there are documents that contain more information than comfortable emailing.
Examples … just to name a few
- Legacy Tax Return Software that still includes full social and bank information (Newer versions blank that information)
- FBAR (Foreign Bank and Financial Accounts) filings still show full personal information
- Drivers License
New Vault Handoff
One of the fantastic features of our New Total Vault is the ability to safely upload your Super Secret Document into your personal vault thereby allowing us to safely download it from our side. Here is a link to an article showing how to upload your document…
Good News, a summer project is to include multiple Very Short Videos to show us how easy it is to complete.
Have a Great “Safe Document Transfer” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth