Online Doc Storage

Feb 12, 2010 3:57 pm

Anyone using an online document storage company like Docupace (or anything similiar) they they like AND is SEC compliant?

I am using Redtail for my storage and I am looking to change (tired of the CRM)

Thanks!

Feb 12, 2010 7:42 pm

Haven’t gotten that far (just got my subscription yesterday), but Morningstar Office Edition has that functionality built into it.

Feb 13, 2010 4:09 am

Mrningstar’s ok, but its not very flexible and really best for posting client documents. For actual document storage, jungledisk or netdocuments.