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Introducing Safe Passage

written by Darren Hagarty

We are excited to announce the launch of Safe Passage.

Safe Passage provides a straight-forward, convenient and secure means of sending digital files to your PT Partners advisor.

Safe Passage can be used by our clients and their associates (e.g. bookkeepers, bankers, lawyers, etc.) and offers a number of great features:

  • Your files are encrypted for their full journey;
  • It overcomes the difficulties sometimes faced when emailing files over a certain size. Even extremely large accounting software files can be uploaded to us in this way, saving the need to use CDs or USB sticks.
  • Your PT Partners advisor will receive a personal notification of what you’ve sent them, together with any additional notes you wish to make.

You can access Safe Passage any time by clicking the link atop the home page of our web site or by logging into the Client Zone.

For those of you have used PT Partners Client-Connect in the past to transfer files to us, Safe Passage will be the replacement platform from today.

To read more about Safe Passage, click here.

To start using Safe Passage now, click here.


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