Secure File Pro – Ways to Securely Give and Obtain Tax Files Directly From The Clients

Secure record pro can be described as web portal that allows you to safely send and receive tax documents directly from your clients. Clientele simply scan W2s, 1099s or different tax paperwork to PDF FILE and publish them to the secure record exchange.

Streamline document collection and get rid of the problems associated with collecting files coming from clients by means of email. The constant back and forth of following up with electronic mails can be a soreness, but if you make use of secure file pro to gather documents by clients they are simply stored in a secure, secured place until you need them.

Collect files using a basic drag and drop software, that syncs with the impair storage you make use of for holding files. You see here now could also set up computerized reminder and thank you e-mail, letting your clients know you’ve received their files without the need to contact you yourself.

Create consumer intake varieties, PBC audits and more with File Need Pro’s simple drag and drop upload pages which can be easy for the clients to work with and don’t require them to register or perhaps download anything. You can even reuse your data file upload site for different clientele, minimising the time it takes to create individual publish forms for each.

Protect very sensitive files using a secure record drop off that encrypts, pass word protects and saves the files quickly. This kind of secure, cloud-based solution is good for loan officials, CPAs and other professionals whom frequently need to receive and share very sensitive consumer documents.

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