Protect File Pro – How you can Securely Mail and Acquire Tax Files Directly From The Clients

Secure record pro is mostly a web web site that allows you to securely send and receive tax documents directly from the clients. Consumers simply understand W2s, 1099s or other tax docs to PDF FILE and publish them to the secure document exchange.

Streamline document collection and get rid of the hassles associated with collecting files via clients by means of email. The continual back and forth of following up with emails can be a discomfort, but if you utilize secure record pro to get documents out of clients they are really stored in a secure, secured place until you need.

Collect documents using a basic drag and drop interface, that syncs with the impair storage you use for keeping files. You also can set up automated reminder and thank you e-mails, letting the clients find out you’ve received their documents without the need to contact you yourself.

Create consumer intake forms, PBC audits and more with File Get Pro’s simple drag and drop upload pages which might be easy for your clients to use and would not require them to register or perhaps download nearly anything. You can even reuse your file upload page for different customers, minimising enough time it takes to create individual publish forms for each and every.

Protect delicate files using a secure file drop off that encrypts, username and password protects and saves your files quickly. This secure, cloud-based solution is perfect for loan officials, CPAs and also other professionals who also frequently ought to receive and promote remarkably sensitive client documents.

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