Protected File Expert – Ways to Securely Give and Get Tax Papers Directly From The Clients

Secure data file pro is mostly a web webpages that allows you to firmly send and receive tax documents directly from your clients. Clients simply diagnostic W2s, 1099s or various other tax files to PDF FILE and upload them to the secure file exchange.

Improve document collection and get rid of the hassles associated with collecting files coming from clients by way of email. The regular back and forth of following up with e-mail can be a pain, but if you make use of secure document pro to get documents coming from clients they are really stored in a secure, secured place until you need them.

Collect data using a simple drag and drop program, that syncs with the impair storage you make use of for holding files. You may also set up automatic reminder and thank you email messages, letting your clients find out you’ve received their files without the need to follow up with you yourself.

Create consumer intake forms, PBC audits and more with File Get Pro’s more info here simple drag & drop upload pages that happen to be easy for the clients to use and rarely require those to register or perhaps download nearly anything. You can even recycle your file upload web page for different customers, minimising time it takes to develop individual upload forms for each.

Protect delicate files which has a secure data file drop off that encrypts, username and password protects and saves your files instantly. This secure, cloud-based solution is great for loan representatives, CPAs and other professionals who also frequently ought to receive and promote extremely sensitive client documents.