Protect File Expert – How to Securely Give and Acquire Tax Docs Directly From The Clients

Secure record pro is known as a web website that allows you to safely send and receive duty documents directly from the clients. Clientele simply check W2s, 1099s or different tax paperwork to PDF and publish them to the secure file exchange.

Streamline document collection and get rid of the hassles associated with collecting files right from clients by using email. The consistent back and forth of following up with e-mails can be a soreness, but if you utilize secure document pro to get documents out of clients they may be stored in a secure, secured place until you need.

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

Create customer intake forms, PBC audits and more with File Get Pro’s simple drag & drop upload pages which might be easy for your clients to work with and rarely require them to register or download nearly anything. You can even reuse your record upload page for different clients, minimising the time it takes to produce individual upload forms for each and every.

Protect sensitive files with a secure file drop off that encrypts, password protects and saves the files instantly. This secure, cloud-based solution is great for loan officials, CPAs and also other professionals who have frequently need to receive and share highly sensitive customer documents.

Leave a Reply

Your email address will not be published. Required fields are marked *