Protected File Expert – Tips on how to Securely Mail and Acquire Tax Records Directly From Your Clients

Secure data file pro is a web webpages that allows you to safely send and receive tax documents directly from your clients. Clientele simply search within W2s, 1099s or different tax paperwork to PDF FILE and upload them to the secure file exchange.

Streamline document collection and get rid of the problems associated with collecting files via clients by means of email. The https://onecorpcompany.com/what-is-international-marketing/ frequent back and forth of following up with messages can be a soreness, but if you make use of secure data file pro to collect documents via clients they are simply stored in a secure, secured place until you need them.

Collect data using a basic drag and drop interface, that syncs with the impair storage you utilize for holding files. You may also set up computerized reminder and thank you e-mails, letting your clients understand you’ve received their files without the need to follow up with you yourself.

Create customer intake forms, PBC audits and more with File Require Pro’s simple drag-n-drop upload pages that happen to be easy for the clients to work with and do not require those to register or download nearly anything. You can even reuse your record upload page for different clients, minimising the time it takes to create individual upload forms for every.

Protect very sensitive files having a secure document drop off that encrypts, security password protects and saves your files instantly. This secure, cloud-based solution is good for loan officers, CPAs and other professionals so, who frequently have to receive and promote remarkably sensitive consumer documents.