Secure File Pro – How you can Securely Give and Receive Tax Documents Directly From The Clients

Secure data file pro may be a web webpages that allows you to securely send and receive tax documents directly from your clients. Consumers simply check out W2s, 1099s or additional tax files to PDF FORMAT and publish them to the secure record exchange.

Improve document collection and get rid of the headaches associated with collecting files right from clients by using email. The constant back and forth of following up with e-mails can be a discomfort, but if you make use of secure document pro to get documents via clients they are simply stored in a safe, secured place until you desire them.

Collect data using a basic drag and drop user interface, that syncs with the impair storage you make use of for storage files. You also can set up automated reminder and thank you messages, letting your clients know you’ve received their data files without the need to follow up with you your self.

Create consumer intake varieties, PBC audits and more with File Submission Pro’s simple drag-n-drop upload pages which can be easy for the clients to work with and would not require those to register or perhaps download nearly anything. You can even reuse your data file upload webpage for different clients, minimising time it takes to produce individual publish forms for every single.

Protect hypersensitive files which has a secure document drop off that encrypts, pass word protects and saves the files instantly. This kind of secure, cloud-based solution is ideal for loan representatives, CPAs and also other professionals who all frequently have to receive and share very sensitive consumer documents.

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