A Global Network

CPAFlorida.com provides information on financial planning and investment management for individuals and businesses via a global computer network.

My S.A.F.E.®

(Secure Access From Everywhere)
Navigate the world with ease, using this online tool to effortlessly manage your life and communicate with your trusted advisors.

Easy Access

24/7 - From anywhere in the world, no software to buy

To What Matters To You Most

Tax Returns, Insurance Policies, Deeds, Titles, Wills, Trusts, Bank Accounts, Health Care Directivies, Brokerage Accounts, Passports, Driver's License, Credit Cards, any other documents.

To Share As You Desire

With trusted advisors, family, or friends as you specifically direct from time to time.

Safe and Secure

256-bit encryption, protect important documents from natural disasters and accidents

Affordable Plans

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