FileCabinet CS allows you to access, view, and upload documents in an instant—all in a secure environment. Start enjoying the countless time and money-saving benefits of streamlined accounting document management today.

Video: Uploading files to File Exchange


Given the ever-changing security risks that must be considered when transacting business online, we understand your concerns about data security and safety. Because you’ve chosen Clergy Financial Resources, you can be assured that your data is stored in a secure network of data centers that are among the most advanced and secure in the world. Every precaution is taken to guarantee the safety of your data. Equipment and facilities are protected against fire, natural disasters, power failures, and other unexpected scenarios. Clergy Financial Resources takes the security of your information seriously.

File Exchange is not designed as a permanent cloud storage solution. The user is responsible for backing up their tax documents on their own computer or other devices. Clergy Financial Resources is not responsible or liable for any loss or corruption of your tax documents, or for any costs or expenses associated with backing up or restoring.

User Agreement


You are responsible for your computer security and maintaining the confidentiality of your User ID, password, and any applicable challenge questions according to the rules and guidelines that have been provided to you. If you grant access to your account to one or more additional users, you are responsible for ensuring that they maintain the confidentiality of their respective User IDs, passwords, and challenge questions, and comply with all terms and conditions of this Agreement. You are responsible for (1) all actions taken on the web site using your Security Devices, whether or not authorized by you, and (2) any transactions resulting from your failure to maintain the confidentiality of the Security Devices. You agree that your User ID and password have the same effect as your written signature authorizing electronic payments, filings and other actions on the web site. You agree to notify us immediately if you become aware of any unauthorized use of your Security Devices. You acknowledge and agree that the Security Devices are intended to confirm authenticity of your instructions and not to detect errors in the contents or transmission of your instructions, and that the Security Devices are a commercially reasonable means of authentication for your organization. You represent and warrant to us that you are authorized to use the on behalf of the organization identified in your Services account and to make on behalf of the organization the representations and commitments required of the organization by this Agreement and the Web site.

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