Client File Uploads
Secure Document Upload for Clients
Secure File Uploads
Because of the sensitive nature of some information that Prudent Wealth must receive and share from time to time, we utilize Egnyte as an easy and secure way to share files with us.
Egnyte is SOC 2 SSAE 18 Type 2 compliant ensuring that we securely manage your data to protect the the privacy of all clients. This is supported by a SOC 2 attestation report issued by an independent auditor whose role is to assess our compliance within selected Trust Services categories..
Click on Egnyte Logo to Securely Upload files to Prudent Wealth.