Secure file pro is a web portal that allows you to firmly send and receive taxes documents directly from the clients. Clientele simply diagnostic W2s, 1099s or various other tax files to PDF FILE and upload them to the secure document exchange.
Reduces costs of document collection https://onecorpcompany.com/how-to-use-google-hangouts-for-business-meetings and get rid of the hassles associated with collecting files out of clients via email. The constant back and forth of following up with email messages can be a pain, but if you make use of secure data file pro to gather documents coming from clients they are stored in a safe, secured place until you need them.
Collect files using a straightforward drag and drop user interface, that syncs with the impair storage you utilize for storage files. You could also set up computerized reminder and thank you emails, letting the clients find out you’ve received their documents without the need to follow up with you yourself.
Create client intake varieties, PBC audits and more with File Inquire Pro’s simple drag & drop upload pages which have been easy for the clients to use and do not require these to register or download anything. You can even reuse your record upload web page for different clients, minimising enough time it takes to create individual upload forms for each.
Protect delicate files which has a secure data file drop off that encrypts, security password protects and saves the files immediately. This kind of secure, cloud-based solution is good for loan representatives, CPAs and other professionals who also frequently ought to receive and share highly sensitive client documents.
