For some accounts, you need to be responsible for the accuracy of the data. For other accounts, it is D3’s responsibility.
As you may know, we recently added 2-Factor Authentication to your D3 Client Portal. While you've had the option to skip enrollment up to this point, in order to maintain the security of your personal data, we will require the use of 2-Factor Authentication for all clients starting on June 13.
Business Update Taxes for AFO Clients: We are nearly done working on taxes for our Affordable Family Office clients. Every year they seem to be more complicated and record keeping becomes more onerous. Later this month we will be emailing everyone a tax