Secure file pro is a web portal that allows you to firmly send and receive taxes documents directly from the clients. Consumers simply scan W2s, 1099s or other tax files to PDF FORMAT and publish them to the secure file exchange.
Reduces costs of document collection and get rid of the hassles associated with collecting files from clients through email. The regular back and forth of following up with electronic mails can be a discomfort, but if you utilize secure document pro to collect documents from clients they can be stored in a safe, secured place until you desire them.
Collect data files using a basic drag and drop program, that syncs with the impair storage you make use of for storing files. You may also set up automatic reminder and thank great post to read you messages, letting the clients understand you’ve received their data without the need to follow up with you yourself.
Create client intake varieties, PBC audits and more with File Ask for Pro’s simple drag-n-drop upload pages which can be easy for the clients to work with and rarely require them to register or download anything. You can even recycle your data file upload site for different clientele, minimising the time it takes to create individual publish forms for each and every.
Protect delicate files with a secure data file drop off that encrypts, password protects and saves your files instantly. This kind of secure, cloud-based solution is designed for loan representatives, CPAs and other professionals exactly who frequently ought to receive and promote very sensitive customer documents.