Carlson Advisors is proud to now be a part of a simplified system that allows the secure transfer of important files and documents. We have implemented a password-protected space where we can exchange business files with clients easily and securely. With this system, we are able to move away from password protecting email attachments, having to use a fax machine, or dropping off a USB drive for files that were too big for email.
Through ShareFile we have the option to set up a secure transfer through email. Or, we can create folders in our ShareFile account, and only the users we choose are able to access the contents. Users who do not have access to a folder will not even see the folder on their end. This means we can safely share information with clients, employees and others without sacrificing control of what each person sees and what actions they take.
To find out how you can securely send us files, please notify your contact at Carlson Advisors and they will get you started.