Introduction to Your Secured Vault May 28, 2021 by Bautis FinancialFor Bautis Financial clients, here is a step-by-step on how to securely share documents using the client portal vault. The secured vault is primarily used for two purposes: For you to organize your own secure files. For us to share documents. Here’s a how-to for getting started. Category: Client ResourcesPrevious Post:Long-Awaited Stimulus Money On the Way for 2020 Taxes Filers – Daily Flash Briefing Next Post:Market Recap Week of 5/24/2021 Through 5/28/2021 – Daily Flash Briefing