ZokuVault Adds Online Account Storage

Worried about forgetting your usernames and passwords, or losing track of your family’s online accounts?  Well worry no longer!  You can now securely store your online account information with ZokuVault, providing you, and those that you choose, easy reference to your login and password information for all of your digital assets.  These accounts include your:

  • Email
  • Social Media
  • Utilities
  • Entertainment & Music
  • Financial & Investment
  • Shopping
  • Much, Much More

Don’t leave yourself, or your loved ones, without access to, or control over, your important online accounts.  How can you be expected to access or turn off an account that you can’t remember or even know exists?

To learn more about how ZokuVault can help you and your family with this and other storage needs, please find us at support@zokuvault.com.


Start your 14-day free trial now!

 

Hurricane Irma Relief Offer

ZokuVault Hurricane Irma Relief
National Hurricane Center

ZokuVault is donating free 1-year subscriptions to their secure, online storage platform to those in Irma’s path.  This offer is available to help any families or individuals that would benefit from digitally storing an inventory of their home and/or their important documents in preparation of the inbound storm.  For those affected, please use coupon code IRMA once you sign up.1

COUPON CODE: IRMA

In ZokuVault, you can easily use the camera on your mobile phone or tablet to quickly create digital copies of important documents and store them directly in your Vault.  You can also quickly take photos of the contents of your home.

Important Documents To Take

FEMA provides direct advice on what is important to take with you or capture digitally prior to evacuating.  Here is a summary:

  • Vital Records: Driver’s licenses, birth certificates, adoption papers, social security cards, passports, citizenship papers (such as a “green card” or naturalization documents), marriage license, divorce decrees, child custody papers, current military IDs, military discharge (DD Form 214), medical and vaccination records for pets along with current photos and ID chip numbers in case you are separated.
  • Insurance Policies: Homeowners, renters, flood, earthquake, auto, life, health, disability, long-term care; have at least the policy number and insurance company contact information for each type of coverage.
  • Property Records: Real estate deeds of trust and mortgage documents (at least the two-page settlement statement provided by the title company showing the actual cost of the house and purchase expenses); rental agreement or lease; auto/boat/RV registration and titles; video, photos or a list of household inventory.
  • Medical Information: Immunization and other medical records, prescription information (drug name and dosage), health insurance identification cards, physician names and phone numbers, powers-of-attorney for health care, and living wills.
  • Estate planning documents: Wills, trusts, funeral instructions, powers-of-attorney, attorney names and phone numbers.
  • Financial records: First two pages of your previous year’s federal and state tax returns, stock and bond certificates, investment records, brokerage and retirement account information, credit card, checking and savings account numbers, contact information for credit unions, banks, financial institutions, credit card companies and financial advisers.
  • Other: Personal address book, a letter with instructions for family or friends (for use in a situation where you’re not present), back ups of important computer files, a list of usernames and passwords for online accounts, a key to your safe deposit box, a recent photograph, account and contact information for utilities and other services (you may have to provide a new billing address or cancel certain services), a list of important documents and where originals and copies are located.

[1] Some restrictions apply. Offer expires 9/30/2017.  Limited to the first 15,000 subscriptions.

Is Drafting Sound Estate Planning Documents Enough?

Your clients are looking for guidance on more than correctly drafted estate planning documents. They need you to provide thought leadership and best practices for securely organizing and distributing their assets.

“There are 151,600 people who die every single day, leaving behind countless others who are affected by the loss. On January 19th, 2016, I became one of these many, when my father unexpectedly passed away from a sudden heart attack. As an only child I alone was left to deal with the aftermath of bills, belongings, legal matters, and as a designer who was experiencing grief, it quickly became apparent to me, that, once someone is faced with death, these poorly designed experiences are common place, and they lack guidance and support.”
– Stockard Simon The UX of Death

Stockard’s scenario is not uncommon. Family members and executors should have an easier way to handle the burdens that come with estate management and we developed ZokuVault to help people through that process.

 

ZokuVault is a secure, online safety deposit box that allows users to organize, store and share important documents with their family members and trusted advisors. Stored items can include:

  • Estate plans (wills, trusts, powers of attorney)
  • Financial information
  • Insurance details
  • Online accounts
  • Final wishes
  • Tax records

This makes us a great platform for estate planning attorneys, tax accountants, and financial advisors to provide a new service and additional value to their clients. We have recently released our Corporate Console, allowing advisors to create and manage accounts on behalf of their clients.

ZokuVault Corporate Console
ZokuVault’s corporate platform provides features that are in the highest demand in the legal industry.[1]

  • Military grade cyber security
  • Secure document storage & management
  • Automating the manual task of emailing the same files over and over again
  • Client & Employee access and engagement tools

Our platform not only provides a valuable service that your clients want and need, but offering it to them will help you increase your engagement and billable hours. It is a great new offering to provide to a client you haven’t reached out to in the last several months or years. To learn more about how ZokuVault can help your firm, please reach out.

support@zokuvault.com


ZokuVault corporate dashboard is free for attorneys!

1.http://mkt.aderant.com/acton/attachment/29032/f-0103/1/-/-/-/-/Aderant%20Business%20of%20Law%20Survey%202017.pdf

Bootstrapping in America with Josh Leavitt

We were very excited to take part in Tasty Trade’s show Bootstrapping in America! Our CEO Josh Leavitt had a great time talking with Kristi Ross and Tony Battista. Watch the video below.

10/15 Tax Filing Deadline is Approaching

It’s only been a few short months since April 15th, and October 15th is the light at the end of the tunnel steadily getting larger. We now sit in the eye of the tax storm, the window of calm between the two personal tax filing deadlines, which is a time for professional growth, retrospection, and business generation. This is also the perfect time for clients and their Accountants to plan and gather information well in advance of the 10/15 filing deadline so as to achieve the best tax outcomes. At least this is how it should work in theory. In practice, we all know that 90% of the communication regarding tax returns begins somewhere between September 16th, after the partnership deadlines have passed, and October 1st, when the 10/15 deadline is bearing down. That is when the scrambling begins and the planning is lost.

Engage with your clients now! Reach out with a reminder to begin the conversation. Let ZokuVault provide the basis for this communication, and offer an additional value-added benefit to your client as a result.



ZokuVault Releases Corporate Console

We are excited to announce the release of our Corporate Console!

ZokuVault brings peace of mind to its users by helping them organize, store and share their most important information. Now, if you are an Employer, Advisor, Accountant, Attorney or Broker, you can easily deliver this valuable resource to your clients or team. The Corporate Console offers:

  • Simple management tools
  • Best-in-class security
  • Industry-specific solutions

Whether as a promotion, a collaboration tool or a valuable resource, please contact us to begin offering this differentiated benefit to your key people today.


ZokuVault corporate dashboard is free for advisors!

Securely Store Your Family’s Most Important Documents

When disaster strikes, your immediate concern will be the safety of those you care about. Once the immediate danger passes, having your identification, financial, insurance, and estate plan records handy, as well as the contact information of who to call, will be crucial to your recovery process. Taking time now to organize and safeguard these critical items will give you peace of mind, and help you avoid additional stress during the difficult days following a disaster.

How to Protect Your Family’s Most Important Information

Be prepared.  Make sure your family has the critical information that they would need should something happen. With ZokuVault, you can securely store all of important information in one easily-accessible site online, so it is available to the family members you select wherever, and whenever, it is needed.



Generally speaking, here is a good start of what your family might need should disaster strike. You can store these items securely in ZokuVault.

Personal Info & Records

  • Birth Certificates
  • Driver’s Licenses
  • Passports
  • Social Security Numbers
  • Employer Information
  • Health Insurance Cards

Debts, Bills, & Taxes

  • Credit Cards
  • Automotive Loans
  • Mortgages
  • Utilities
  • Subscriptions & Memberships
  • Loans
  • Taxes

Assets

  • Investments
  • Checking & Savings Accounts
  • Life Insurance Policies
  • Real Estate
  • Vehicles
  • Valuable Goods

Legal

  • Living Wills
  • Last Will & Testaments
  • Trusts
  • Powers of Attorney

Logins & Passwords

  • Online Accounts
  • Email
  • Software Licenses
  • Devices

Final Wishes

  • Funeral Plans
  • Letters to Family & Friends



Sign up for our two-week free trial!

Protect Your Family’s Legacy

Do you know where your critical information is in an emergency? Does anyone else?

If you were in a car accident today, or otherwise incapacitated, would your loved ones know where everything is located or how to handle your affairs?

Protect My Family’s Legacy

I want to make sure my family has everything they would need should something happen to me. With ZokuVault, you can securely store all of your details online so they are available to your family wherever and whenever they are needed.



Generally speaking, here is a good start of what your family will need should something happen to you. You can store them all securely in ZokuVault.

Personal Info & Records

  • Birth Certificates
  • Driver’s Licenses
  • Passports
  • Social Security Numbers
  • Employer Information
  • Health Insurance Cards

Debts, Bills, & Taxes

  • Credit Cards
  • Automotive Loans
  • Mortgages
  • Utilities
  • Subscriptions & Memberships
  • Cash Loans
  • Taxes

Assets

  • Investments
  • Checking & Savings Accounts
  • Life Insurance Policies
  • Real Estate
  • Vehicles
  • Valuable Goods

Legal

  • Living Wills
  • Last Will & Testaments
  • Trusts
  • Powers of Attorney

Logins & Passwords

  • Online Accounts
  • Email
  • Software Licenses
  • Device Information

Final Wishes

  • Funeral Plans
  • Letters to Family & Friends

Sign up for our two-week free trial!

5 Steps for Securely Sharing with Your Tax Accountant

The days of emailing sensitive tax information, or FedEx’ing paper copies, are over.  In addition to providing an easy solution to organize and store your tax information, ZokuVault can open a secure sharing channel with your Accountant.  With this secure sharing capability, you are able to deliver your support information and receive back all related filing information, including authorizations, drafts and final versions with a simple click of a button.  And the best part, the information remains in your vault, or until you delete it after keeping it for 7 years.  Here’s how to do it:

Step 1.  Log In or Sign Up
Go to our login page, and sign into your account.  If you have yet to subscribe, now is a great time to create an account.

Step 2. Navigate to Taxes
Use the site navigation and go to the Taxes category.  Continue on to the 2016 Taxes card and click the ‘Add Details’ button.

Step 3.  Add Your Accountant as a Contact
Follow these easy steps to add your Accountant as a Contact:

  1. Click into the “Tax Preparer” drop-down menu and select the top line “Create New Contact.”
  2. Complete the core details including First Name, Last Name and Email Address.
  3. Select ‘Advisor’ for Contact Type and ‘Accountant’ for Relationship.
  4. Click the Save button.

Step 4.  Set up Sharing With Your Tax Accountant
Now that you have entered your Tax Preparer’s information, select them in the “Shared With” drop down menu.  When you “Share With” a contact in ZokuVault, they will receive an invitation to collaborate with you via the platform.  Don’t worry, your Tax Accountant will only have limited access to the areas of ZokuVault that you share with them, which in this case is just the 2016 Taxes card based on your actions.  They will be able to view and retrieve the information and documents that you store in this section only.

Step 5.  Upload Your Documents
Since your Accountant now has secure access to your 2016 Tax card, the last step is to upload your tax support, filing authorizations, etc.  Clicking on the “Add Document” button will launch the document upload tool.

In Conclusion
Since you have opened a secure channel with your Accountant, both of you can deliver and access files directly into and from your secure ZokuVault account.  Your Accountant can easily send any and all electronic information to you, including filing authorizations, drafts and final versions.  The days of unsecurely sending sensitive information over email, password protecting everything individually, or giving up control of your document are over.

Bonus
Your Accountant can backfill previous years.  They have the returns, you just need to give them the access.

ZokuVault meets all of the security and encryption requirements under the GLBA for sharing financial, personal, and business information online.  If you have any questions about this process or want to learn more about how ZokuVault can help you, please reach out to our support team.


Sign up for our two-week free trial!