Secure record pro may be a web webpages that allows you to securely send and receive duty documents directly from your clients. Consumers simply have a look at W2s, 1099s or additional tax papers to PDF and upload them to the secure record exchange.
Reduces costs of document collection and get rid of the complications associated with collecting files by clients by way of email. The continual back and forth of following up with messages can be a soreness, but if you make use of secure file pro to get documents via clients they may be stored in a secure, secured place until you need them.
Collect files using a basic drag and drop interface, that syncs with the cloud storage you utilize for saving files. You could also set up automatic reminder and thank secure file pro you messages, letting your clients know you’ve received their data without the need to contact you your self.
Create customer intake varieties, PBC audits and more with File Submission Pro’s simple drag-n-drop upload pages which can be easy for the clients to use and would not require these to register or download whatever. You can even reuse your data file upload page for different clients, minimising the time it takes to develop individual upload forms for every.
Protect hypersensitive files using a secure document drop off that encrypts, pass word protects and saves the files automatically. This kind of secure, cloud-based solution is great for loan officers, CPAs and also other professionals who also frequently need to receive and promote very sensitive consumer documents.