2026 Tax Document Storage

$99.00

Annual upgrade

DOCUMENT STORAGEUNLIMITED$99 / YEAR

Keep all your tax documents securely in the cloud, for as long as you need them.

  • Up to three years of storage included with our services
  • Upgrade to unlimited storage
  • Secure cloud storage
  • $99 per year
Need help choosing the right solution?For more than 45 years, we’ve helped clergy and religious organizations with tax, payroll, bookkeeping and HR. Connect with an advisor for guidance tailored to your needs.
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Description

How it works

Simple storage for your tax records.

Included storage

Our services include up to three years of cloud storage for your tax documents.

Unlimited upgrade

Upgrade to unlimited tax document storage for $99 a year.

Common questions

About the service and your order.

Who is it for?

Tax clients who want to keep more than three years of tax documents in their account.

Can I return it?

See the Refund & Return Policy tab above.

I’d rather have someone help me.

Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.

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