SECURE SERVICE DELIVERY PLATFORM
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You can access and maintain full history on line for:
Your Quarterly Reports
Tax Information
Financial Planning Documents
Forms and Documents requiring signature
Interactive Financial Planning Link
Tracking reports & graphs (Future release)
Some of the benefits are:
Improved security over transmitting paper documents through regular mail or non secure email.
Faster access to certain documents and flexibility to review and print them when you choose.
Maintains all your information in a central place with secure backup and redundant facilities.
Get email notifications when information is posted.
With your authorization, you can give your tax preparer access to your tax information only.
Here is an example of what you would see after login:
As a client of Ifrah Financial Services, you are eligible to sign up to our Secure Service Delivery Platform. This service allows you to access your information and have it maintained for easy retrieval in a secure virtual vault.
This platform is an important addition to our service offering and one that we are excited about.
It represents our moving in a direction that allows us to enhance our communications with you as we expand the scope of the information as well as the capability to share this information more efficiently. It also reduces the security and privacy risks that physical mail and standard non secure email delivery poses.
You can sign up by clicking on the “Sign Up Now” button on top of this page. It should take you under a minute to complete the process. By signing up to our Secure Service Delivery Platform, you agree to enroll in the paperless delivery of your quarterly reporting and other communications from us and the turning off of the physical paper delivery of this information. If you ever choose to stop this service and start receiving paper again, all you have to do is simply notify us by email.