Protected File Pro – How to Securely Send and Acquire Tax Papers Directly From The Clients

Secure record pro is known as a web site that allows you to firmly send and receive tax documents directly from the clients. Customers simply study W2s, 1099s or additional tax records to PDF FORMAT and upload them to the secure record exchange.

Streamline document collection and get rid of the headaches associated with collecting files right from clients by means of email. The frequent back and forth of following up with electronic mails can be a discomfort, but if you utilize secure record pro to collect documents from clients they can be stored in a safe, secured place until you need them.

Collect data files using a simple drag and drop software, that syncs with the cloud storage you utilize for saving files. You also can set up automated reminder and thank you e-mails, letting the clients find out you’ve received their data files without the need to follow up with you your self.

Create consumer intake varieties, PBC audits and more with File Ask for Pro’s simple drag-n-drop upload pages which can be easy for the clients to use and do not require those to register or download nearly anything. You can even recycle your document upload site for different customers, minimising the time it takes to develop individual upload forms for every single.

Protect delicate files having a secure file drop off that encrypts, pass word protects and saves your files immediately. This kind of secure, cloud-based solution is designed for loan representatives, CPAs and other professionals who frequently ought to receive and promote very sensitive customer documents.

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