The Vault is our secure repository for confidential client documents. As McLarty & Co works with a client and develops an Integrated Financial Plan we utilize and create a variety of documents that are continually updated. This is where we store the organization charts, corporate financial statements and tax returns, personal tax returns, wills, shareholder agreements and insurance policies. You can also use the Vault to upload files that you would like to share with us, such as accounting spreadsheets or personal tax receipts.
Please click here if you would like to learn more about how to use your Vault account: Vault user guide
Your new Vault account is called a Portal.