Join us for one day, and we'll train you in simple, cost-effective techniques
for capturing and securing your clients' personal and financial records. Capture
their lives before fate interrupts.

Preparedness does not come with an On/Off switch: it's a lifelong discipline.
You may need to work with your client for months to collect all their documents.
We'll show you how to coordinate with them, as well as track your hours.

"When disaster strikes, having your financial documents in order will help
sustain your family during the emergency and streamline the recovery process."
— Oregon Society of CPAs