Secure file pro may be a web web site that allows you to securely send and receive taxes documents directly from the clients. Consumers simply have a look at W2s, 1099s or different tax papers to PDF FORMAT and upload them to the secure data file exchange.
Streamline document collection and get rid of the problems associated with collecting files by clients by using email. The https://onecorpcompany.com/data-rooms-for-due-diligence-and-how-to-use-it continual back and forth of following up with messages can be a discomfort, but if you utilize secure file pro to get documents from clients they are really stored in a secure, secured place until you need them.
Collect data files using a basic drag and drop user interface, that syncs with the cloud storage you use for saving files. You may also set up automated reminder and thank you emails, letting your clients find out you’ve received their documents without the need to contact you yourself.
Create customer intake varieties, PBC audits and more with File Require Pro’s simple drag and drop upload pages which have been easy for the clients to use and rarely require those to register or download anything. You can even recycle your record upload page for different customers, minimising time it takes to create individual upload forms for every single.
Protect hypersensitive files which has a secure data file drop off that encrypts, pass word protects and saves the files quickly. This kind of secure, cloud-based solution is great for loan officials, CPAs and other professionals who all frequently ought to receive and promote very sensitive consumer documents.