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What is a CBData
®
JumpStart Concierge?
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ential information?
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CPAs, Attorneys & Estate Planners
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CBData
®
- the Personal Version
CBData
®
lets you keep track of everything about your life, allowing you to easily have that information available at a moment's notice by creating a Life Inventory™ of all of your important information. Input your personal contacts, passwords, service providers, pets, residences, education, personal thoughts and much more.
With the click of a mouse, you can access all of your data, create dozens of pre-formatted, intelligent and meaningful reports for each family member, and have everything you need for any situation, right at your fingertips, such as:
Service Provider Registry
Pet Passport
Password & Secured Info List
Resume Builder
Mailing Labels
Groups & Affiliations
And many more!
Instead of sorting through piles of papers, post-it notes or racing to your safe deposit box, rely on CBData
®
.
Scan and import important documents (birth certificate, tax statements etc) and easily transfer data from other programs. Your information is totally secure, when using CBData
®
, even though there's no connection to the Internet; your data is protected by 256bit encryption and a unique "ID" that is tied to the computer on which the data was created. And because of that, you can even store your
closed
data file on the Internet, so it can be shared with designated family members and trusted advisors.
If it's important to you, it belongs in your copy of CBData
®
!
Click on the right for our latest Brochure.
Personal Version Brochure
Click here
to download the brochure