Protected File Expert – Methods to Securely Send out and Receive Tax Papers Directly From The Clients

Secure data file pro is known as a web webpages that allows you to firmly send and receive duty documents directly from your clients. Consumers simply diagnostic W2s, 1099s or different tax documents to PDF FORMAT and upload them to the secure record exchange.

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.

Create consumer intake varieties, PBC audits and more with File Inquire Pro’s simple drag and drop upload pages which can be easy for your clients to use and would not require them to register or perhaps download whatever. You can even reuse your record upload page for different clientele, minimising enough time it takes to develop individual upload forms for every.

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.

Leave a Reply

Your email address will not be published. Required fields are marked *