Secure data file pro is known as a web website that allows you to safely send and receive taxes documents directly from the clients. Consumers simply understand W2s, 1099s or various other tax paperwork to PDF FORMAT and upload them to the secure record exchange.

Streamline document collection and get rid of the hassles associated with collecting files from clients by way of email. The consistent back and forth of following up with messages can be a soreness, but if you use secure record pro to get documents from clients they are really stored in a safe, secured place until you need them.

Collect data files using a simple drag and drop interface, that syncs with the impair storage you use for saving files. You may also set up computerized reminder and thank you e-mails, letting your clients know you’ve received their files without the need to contact you yourself.

Create client intake forms, PBC audits and more with File Obtain Pro’s simple drag and drop upload pages which have been easy for your clients to work with and rarely require those to register or perhaps download anything. You can even reuse your data file upload page for different clients, minimising enough time it takes to create individual publish forms for each and every.

Protect sensitive files using a secure document drop off that encrypts, security password protects and saves the files immediately. This kind of secure, cloud-based solution is perfect for loan officers, CPAs and other professionals so, who frequently ought to receive and share extremely sensitive client documents.

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