Protected File Expert – The right way to Securely Mail and Receive Tax Paperwork Directly From The Clients
Secure document pro may be a web web destination that allows check it out you to securely send and receive taxes documents directly from the clients. Customers simply diagnostic W2s, 1099s or different tax documents to PDF and publish them to the secure file exchange.
Reduces costs of document collection and get rid of the complications associated with collecting files by clients by using email. The continual back and forth of following up with email messages can be a soreness, but if you utilize secure record pro to collect documents right from clients they may be stored in a secure, secured place until you need.
Collect data files using a simple drag and drop interface, that syncs with the cloud storage you utilize for saving files. You could also set up computerized reminder and thank you e-mail, letting your clients find out you’ve received their data without the need to contact you yourself.
Create consumer intake forms, PBC audits and more with File Submission Pro’s simple drag-n-drop upload pages that are easy for your clients to work with and rarely require these to register or download anything. You can even reuse your file upload site for different clientele, minimising the time it takes to develop individual upload forms for every single.
Protect hypersensitive files having a secure document drop off that encrypts, pass word protects and saves the files automatically. This kind of secure, cloud-based solution is designed for loan representatives, CPAs and other professionals exactly who frequently ought to receive and share remarkably sensitive client documents.