Cybersafe™ offers you a secure online document management system to store any personal and financial document. Cybersafe™ is easy to use and provides a structure by which all documents can be conveniently organised.
- Have all your personal, financial and estate planning documents together in one place
- Cybersafe™ provides a list of required documents in order to see what is still outstanding
- Access your documents online from anywhere in the world
- Secure system with three tier login and Thawte certificate (see security)
- Send a document directly to a third party from within the system
- Set reminders for expiry of documents such as FICA documents
- Quick search for documents anywhere in the system
- Documents are shown per year in order not to clutter screen and allow for archiving
- Save files that are regularly updated directly to your Cybersafe™ account, i.e. in MS Excel format
- Upload documents in any format
- Add notes to documents
- Create a login for an assistant in order to assist with uploading documents
- In case of death, the estate handling process is shortened as everything required can be found in one place
You can access your Cybersafe™ online, and upload and maintain your own documents. If you would like your service providers such as your accountant and financial planner to also access, upload and review this information, you can upgrade to BIG Picture Professional™.
Please visit our website for more information.