Morrows recently announced a new provider of our Secure Client Area service. The service itself has been available for many years and creates efficiencies for you, our clients, as well as Morrows, in working with you.
ShareFile is provided by Citrix and is a cloud-based system that is easy to use – similar to Drop Box or Box that you might personally use for sharing your photographs with family and friends. Morrows encourages all our clients to use the ShareFile service (accessed via our website) to simplify the storage of important documents and other financial affairs.
The benefits of using the system with Morrows are:
- Efficiency in having your financial reports, tax data and working documents saved to ShareFile and accessible anytime on any device by you and Morrows to answer queries or prepare future documentation
- Peace of mind knowing your important personal documents eg wills, powers of attorney, copies of passports, travel arrangements, etc are stored online in a fully backed up, secure and supported environment providing for any unforeseen circumstance
- Security that you are able to streamline your storage of hard copies of important documents from home or work and share them without having to email them, compromise confidentiality or have issues with file size
If you would like to use our ShareFile service, please discuss it with your Morrows’ advisor or send an email to morrows@morrows.com.au and one of our Client Service Coordinators will contact you to assist.