Secure data file pro is known as a web web destination that allows you to safely send and receive tax documents directly from the clients. Clientele simply study W2s, 1099s or other tax records to PDF and publish them to the secure document exchange.

Reduces costs of document collection and get rid of the hassles associated with collecting files via clients through email. The regular back and forth of following up with email messages can be a discomfort, but if you utilize secure record pro to gather documents coming from clients they are really stored in a safe, secured place until you need them.

Collect data using a straightforward drag and drop software, that syncs with the cloud storage you use for storage files. You can also set up automatic reminder and thank you electronic mails, letting the clients know you’ve received their files without the need to contact you yourself.

Create client intake varieties, PBC audits and more with File Demand Pro’s simple drag and drop upload pages which can be easy for your clients to use and do not require them to register or download nearly anything. You can even recycle your file upload site for different consumers, minimising time it takes to develop individual upload forms for every.

Protect delicate files with a secure data file drop off that encrypts, username and password protects and saves the files quickly. This secure, cloud-based solution is great for loan officials, CPAs and also other professionals who have frequently need to receive and share very sensitive customer documents.