Protect File Expert – Methods to Securely Send and Obtain Tax Docs Directly From The Clients

Secure data file pro can be described as web portal that allows you to safely send and receive tax documents directly from the clients. Customers simply study W2s, 1099s or different tax paperwork to PDF and upload them to the secure document exchange.

Streamline document collection and get rid of the hassles associated with collecting files by clients through email. The continual back and forth of following up with e-mail can be a soreness, but if you use secure data file pro to collect documents out of clients they are really 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 utilize for keeping files. You may also set up automatic reminder and thank you emails, letting the clients find out you’ve received their data files without the need to contact you your self.

Create customer intake forms, PBC audits and more with File Demand Pro’s simple drag and drop upload pages that happen to be easy for your clients to use and rarely require these to register or perhaps download nearly anything. You can even reuse your record upload web page for different clientele, minimising the time it takes to create individual upload forms for each and every.

Protect delicate files using a secure file drop off that encrypts, username and password protects and saves the files instantly. international marketing This secure, cloud-based solution is ideal for loan officers, CPAs and also other professionals just who frequently have to receive and promote extremely sensitive consumer documents.