Secure record pro may be a web website that allows you to safely send and receive taxes documents directly from the clients. Clients simply search within W2s, 1099s or different tax docs to PDF FILE and publish them to the secure file exchange.
Streamline document collection and get rid of the problems associated with collecting files out of clients by way of email. The https://onecorpcompany.com/data-rooms-for-due-diligence-and-how-to-use-it/ regular back and forth of following up with emails can be a pain, but if you utilize secure document pro to collect documents right from clients they can be stored in a safe, secured place until you need.
Collect data files using a straightforward drag and drop interface, that syncs with the impair storage you utilize for storage files. You also can set up automatic reminder and thank you e-mail, letting the clients know you’ve received their documents without the need to follow up with you yourself.
Create client intake forms, PBC audits and more with File Inquire Pro’s simple drag and drop upload pages which have been easy for your clients to use and do not require these to register or download nearly anything. You can even reuse your record upload site for different customers, minimising time it takes to create individual publish forms for each.
Protect hypersensitive files which has a secure file drop off that encrypts, security password protects and saves your files immediately. This kind of secure, cloud-based solution is good for loan representatives, CPAs and other professionals who also frequently have to receive and promote extremely sensitive consumer documents.