Managed by the tax professionals at The Swanson Group, SwansonSafe is a secure storage service where people can upload personal documents, such as retirement statements, wills, tax documents, and estate information to a secure digital platform.
Our team will help you determine what documents to collect and store, and also determine who should have access to them and when. The service provides peace of mind knowing that your most important life documents are up-to-date, securely stored in one place, and approved access for your loved ones has already been outlined and granted.
Your documents will be available 24/7 and will be updated twice a year. Our team will check in to find out what we’re missing and whether anything has changed.
SwansonSafe is available to anyone, not just clients, for a small monthly fee. If you are interested, you can pre-register with Alex Davidson in our office. (207)-370-3490 or Alex@yourmainecpa.com