Secure file pro can be described as web site that allows you to securely send and receive tax documents visit here directly from your clients. Customers simply diagnostic W2s, 1099s or different tax papers to PDF FORMAT and publish them to the secure document exchange.
Improve document collection and get rid of the complications associated with collecting files by clients by using email. The constant back and forth of following up with emails can be a soreness, but if you make use of secure file pro to gather documents by clients they are really stored in a safe, secured place until you need.
Collect data using a simple drag and drop software, that syncs with the cloud storage you use for holding files. You can also set up automatic reminder and thank you messages, letting the clients find out you’ve received their files without the need to follow up with you yourself.
Create consumer intake varieties, PBC audits and more with File Ask for Pro’s simple drag & drop upload pages that are easy for your clients to work with and would not require them to register or perhaps download whatever. You can even reuse your data file upload web page for different customers, minimising time it takes to produce individual upload forms for each and every.
Protect sensitive files with a secure data file drop off that encrypts, password protects and saves the files automatically. This kind of secure, cloud-based solution is perfect for loan officials, CPAs and other professionals who also frequently need to receive and share highly sensitive customer documents.