Secure File Pro – How to Securely Mail and Acquire Tax Records Directly From Your Clients

Secure document pro can be described as web portal that allows you to safely send and receive duty documents directly from your clients. Clients simply diagnostic W2s, 1099s or different tax records to PDF FORMAT and upload them to the secure record exchange.

Reduces costs of document collection and get rid of the headaches associated with collecting files coming from clients through email. The continual back and forth of following up with e-mail can be a discomfort, but if you utilize secure document pro to gather documents out of clients they can be stored in a safe, secured place until you need them.

Collect data using a straightforward drag and drop program, that syncs with the impair storage you utilize for saving files. You also can set up computerized reminder and thank you electronic mails, letting the clients find out you’ve received their data without the need to follow up with you yourself.

Create consumer intake forms, PBC audits and more with File Ask for Pro’s simple drag-n-drop upload pages which have been easy for the clients to work with and do not require them to register or download whatever. You can even recycle your document upload page for different consumers, minimising time it takes to create individual publish forms for every.

Protect delicate files using a secure record drop off that encrypts, security password protects and saves the files instantly. This secure, cloud-based solution is designed for loan officials, CPAs and other professionals just who frequently ought to receive and share extremely sensitive consumer documents.

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