Secure File Pro – Ways to Securely Send out and Obtain Tax Paperwork Directly From The Clients

Secure document pro can be described as web website that allows you to safely send and receive tax documents directly from the clients. Clientele simply check W2s, 1099s or different tax records to PDF and publish them to the secure document exchange.

Reduces costs of document collection and get rid of the complications associated with collecting files out of clients by means of email. The continual back and forth of following up with emails can be a soreness, but if you utilize secure file pro to get documents out of clients they may be stored in a secure, secured place until you desire them.

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

Create client intake varieties, PBC audits and more with File Submission Pro’s simple drag and drop upload pages which have been easy for the clients to use and rarely require them to register or perhaps download nearly anything. You can even recycle your record upload web page for different clientele, minimising time it takes to develop individual publish forms for every.

Protect sensitive files using a secure data file drop off that encrypts, password protects and saves the files immediately. This secure, cloud-based solution is good for loan officers, CPAs and also other professionals just who frequently need to receive and share very sensitive consumer documents.