http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/ Thu, 02 Sep 2010 01:15:43 +0000 http://wordpress.org/?v=2.9.2 hourly 1 http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/comment-page-1/#comment-6356 Road To Independence » Can You Succeed as an Independent Advisor? Mon, 05 Oct 2009 16:09:36 +0000 http://roadtoindependenceblog.com/?p=262#comment-6356 [...] « Getting to Know—and Serve—Clients With an Online Document Service Oct 05 2009 [...] [...] « Getting to Know—and Serve—Clients With an Online Document Service Oct 05 2009 [...]

]]> http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/comment-page-1/#comment-6307 Mike Patton Fri, 02 Oct 2009 01:37:02 +0000 http://roadtoindependenceblog.com/?p=262#comment-6307 Bobbie, Martin, and David: What I have is a client portal located on the back end of my website. It was built by Manage-Trak. I refer to it as eVault, but that's not anything formal, just what I call it. You can Google the company if you're interested or have someone build you a client portal on your website. Bobbie, Martin, and David:
What I have is a client portal located on the back end of my website. It was built by Manage-Trak. I refer to it as eVault, but that’s not anything formal, just what I call it. You can Google the company if you’re interested or have someone build you a client portal on your website.

]]> http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/comment-page-1/#comment-6258 David Smith Tue, 29 Sep 2009 18:35:35 +0000 http://roadtoindependenceblog.com/?p=262#comment-6258 I googled evault and came up with an off site back up system. This does not seem to be what you are writing about. Which specific company did you choose for these individual vaults for your cllients, our are you providing the vaults in your internal filing system and then backing them up off site? I googled evault and came up with an off site back up system. This does not seem to be what you are writing about. Which specific company did you choose for these individual vaults for your cllients, our are you providing the vaults in your internal filing system and then backing them up off site?

]]> http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/comment-page-1/#comment-6227 martin Mon, 28 Sep 2009 21:47:15 +0000 http://roadtoindependenceblog.com/?p=262#comment-6227 Sounds like a good solution Mike. What are you using for your backend storage solution, if you don't mind my asking. I am in the market for just such a product and reluctant to build my own. Sounds like a good solution Mike. What are you using for your backend storage solution, if you don’t mind my asking. I am in the market for just such a product and reluctant to build my own.

]]> http://www.roadtoindependenceblog.com/2009/09/28/getting-to-know%e2%80%94and-serve%e2%80%94clients-with-an-online-document-service/comment-page-1/#comment-6222 Bobbie Munroe Mon, 28 Sep 2009 20:41:31 +0000 http://roadtoindependenceblog.com/?p=262#comment-6222 Mike, I've been interested in online filing cabinets for some time. Just today I had to send a client copies of his W2s, tax returns, account statements, etc. Would be VERY nice to have all the truly important things online. I looked up evault but it was only a backup service. Can you lead me in the right direction? Thanks. Mike, I’ve been interested in online filing cabinets for some time. Just today I had to send a client copies of his W2s, tax returns, account statements, etc. Would be VERY nice to have all the truly important things online. I looked up evault but it was only a backup service. Can you lead me in the right direction? Thanks.

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