Secure record pro is actually a web website that allows you to securely send and receive tax documents directly from the clients. Customers simply check out W2s, 1099s or various other tax files to PDF FILE and upload them to the secure data file exchange.
Improve document collection and get rid of the headaches associated with collecting files from clients by using email. The https://onecorpcompany.com/how-to-use-secure-file-pro/ regular back and forth of following up with e-mails can be a pain, but if you utilize secure data file pro to collect documents via clients they are simply stored in a safe, secured place until you need.
Collect files using a straightforward drag and drop interface, that syncs with the impair storage you make use of for storing files. You can also set up automated reminder and thank you emails, letting your clients know you’ve received their data without the need to contact you yourself.
Create consumer intake varieties, PBC audits and more with File Inquire Pro’s simple drag & drop upload pages that happen to be easy for your clients to work with and do not require those to register or perhaps download nearly anything. You can even recycle your file upload site for different customers, minimising time it takes to produce individual upload forms for each and every.
Protect very sensitive files with a secure document drop off that encrypts, pass word protects and saves your files automatically. This kind of secure, cloud-based solution is ideal for loan representatives, CPAs and other professionals who also frequently have to receive and share extremely sensitive customer documents.