Online Doc Storage

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Feb 12, 2010 10:57 am

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 2:42 pm

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

Feb 12, 2010 11:09 pm

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