What you should know about storing documents online

11/13/2011 | Journal of Financial Planning

Technology consultant Bill Winterberg offers a review of some popular document-storage sites such as DropBox and Box.net. The services offer an inexpensive and reliable way to store and retrieve documents. They also provide a way to protect data by backing it up off-site. However, planners should make sure the service they select meets their firm's requirements for customer privacy and data security.

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