MySafe Exchange is a private, secure online document storage and exchange database accessible anytime and anywhere through any high-speed internet connection.
You’ll have 24×7 real-time access to upload, download, exchange, and view stored financial data and documents through a password protected portal to one of the nation’s most secure data information and data storage networks.
The MySafe Exchange tool allows you to confidently share vital information for business and personal needs such as tax planning and preparation, wealth management, recording bank activity, day-to-day bookkeeping, creating and storing financial reports, and exchanging files.
This is an excellent tool for managing business activity and financial data for multiple business locations serving as a central location for your business records. Customizable permissions let you grant access to only those you choose.
Your designated My/BackOffice accounting professional will be able to review your information with you at the same time you are online. We’ll be able to efficiently work together to review and exchange working documents, scanned receipts and large files.
Combine the benefits of MySafe Exchange with any number of the accounting services offered by My/BackOffice and you will be able to keep all your records up-to-date, accurate, accessible, and complete.
For more information or to set up your own My/BackOffice account contact us through the “Have a Question?” section above, or call us at: 816.741.7882.