Protected File Pro – Tips on how to Securely Give and Get Tax Paperwork Directly From The Clients

Secure record pro can be described as web webpages that allows you to safely send and receive taxes documents directly from your clients. Consumers simply search within W2s, 1099s or various other tax paperwork to PDF FORMAT and upload them to the secure file exchange.

Improve document collection and get rid of the complications associated with collecting files from clients by way of email. The consistent back and forth of following up with e-mails can be a soreness, but if you use secure document pro to gather documents right from clients they may be stored in a safe, secured place until you desire them.

Collect files using a basic drag and drop program, that syncs with the cloud storage you utilize for storage files. You may also set up automatic reminder and thank you emails, letting the clients find out you’ve received their data files without the need to contact you yourself.

Create consumer intake forms, PBC audits and more with File Submission Pro’s simple drag and drop upload pages that happen to be easy for your clients to use and do not require those to register or download anything at all. You can even reuse your data file upload webpage for different clientele, minimising time it takes to create individual publish forms for each.

Protect very sensitive files with a secure data file drop off that encrypts, security password protects and saves your files quickly. This kind of secure, cloud-based solution is great for loan officials, CPAs and other professionals exactly who frequently have to receive and share remarkably sensitive client documents.

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