Shared Plan
Features
- View all documents and data shared with you
- View information from multiple users
- Two-Factor Authentication
- Data encrypted in transit and at rest
- Access to information from anywhere on any device
Full Vault
Features
- Everything in the Shared Plan
- Store unlimited documents
- Store unlimited contacts
- Share any and all of your information
- Financial Aggregation
- Two-Factor Authentication
- 256 & 128 bit encryption of data
Corporate Account
Features
- Corporate Dashboard
- Client administration
- Team management