A Secure Tool for Permanent Storage of Essential Documents

A Cloud-Based Platform to Safely Organize and Access Strategic Documents

Anytime, Anywhere, Worldwide

Store, Access, and Distribute Securely




Permanent Secure Storage

The Client Virtual Safe provides you and your clients with a simple and secure way to store and organize all of your strategic documents (i.e. tax returns, trust/estate documents, insurance policies, passport copies, medical information and other critical files). Do you have a way to permanently store the critical documents your advisors provide you?


Suggested Documents for Storage

  • Tax Returns
  • Trust – Estate Documents
  • Insurance Policies
  • Personal Identification Documents
  • Medical Care Directives
  • Personal Financial Information
  • Audio / Video Files
  • Anything you want – Customizable

Virtual Safe Features Include

  • No Software Installation
  • Unlimited Storage
  • AES 256-bit Document Encryption
  • Simple Preloaded Templates
  • Custom Branding for your Firm (Advisors)
  • Secure DocumentTransfer
  • Secondary Users
  • Concierge Support Services
  • Medical Passport (optional)



Secure File Transfer

All documents stored within your Virtual Safe can easily be accessed from any internet connected device 24/7/365. Documents can be delivered to and distributed to third parties via our secure file transfer technology.  Learn More



SecureDock Medical Passport

(Client Virtual Safe Add-On Service)

In the United States today, the leading cause of death for people under the age of 44 is emergency trauma. Experts estimate 98,000 people die yearly from preventable medical errors.

During a health event, accurate and accessible information is the key to help set the right course of treatment for you—the latest medical, insurance and legal data available to you can make all the difference.

The Medical Passport helps you receive better care by providing essential parties in a health event your vital medical information, as well as real-time, at the scene, access to current medical conditions, medications and legal documents via the card’s QR code. Learn More

SecureDock Medical Passport - Device View



For pricing information, technical support, or to schedule your demo today, call us at

(949) 387-5400


email us at



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