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)
Haven’t gotten that far (just got my subscription yesterday), but Morningstar Office Edition has that functionality built into it.
Mrningstar’s ok, but its not very flexible and really best for posting client documents. For actual document storage, jungledisk or netdocuments.