Safeguarded File Pro – Methods to Securely Send out and Acquire Tax Docs Directly From The Clients

Secure data file pro is a web webpages that allows you to firmly send and receive tax documents directly from your clients. Clientele simply scan W2s, 1099s or additional tax papers to PDF FORMAT and publish them to the secure file exchange.

Improve document collection online data room service and get rid of the complications associated with collecting files via clients via email. The frequent back and forth of following up with electronic mails can be a discomfort, but if you utilize secure document pro to collect documents coming from clients they are simply stored in a safe, secured place until you need them.

Collect documents using a straightforward drag and drop user interface, that syncs with the cloud storage you make use of for stocking files. You could also set up automatic reminder and thank you emails, letting the clients understand you’ve received their data files without the need to follow up with you your self.

Create client intake varieties, PBC audits and more with File Obtain Pro’s simple drag and drop upload pages that happen to be easy for the clients to work with and rarely require these to register or perhaps download anything at all. You can even reuse your document upload webpage for different customers, minimising enough time it takes to develop individual upload forms for each and every.

Protect sensitive files which has a secure document drop off that encrypts, password protects and saves the files instantly. This kind of secure, cloud-based solution is perfect for loan officials, CPAs and other professionals who have frequently need to receive and share highly sensitive client documents.