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Streamline document collection and get rid of the problems associated with collecting files by clients by way of email. The frequent back and forth of following up with email messages can be a pain, but if you utilize secure file pro to get documents coming from clients they may be stored in a safe, secured place until you desire them.
Collect data files using a straightforward drag and drop interface, that syncs with the cloud storage you utilize for stocking files. You international marketing may also set up computerized reminder and thank you electronic mails, letting the clients know you’ve received their data without the need to follow up with you your self.
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Protect sensitive files using a secure record drop off that encrypts, pass word protects and saves the files immediately. This kind of secure, cloud-based solution is designed for loan officers, CPAs and other professionals exactly who frequently need to receive and promote very sensitive customer documents.
