Secure record pro is known as a web webpage that allows you to securely send and receive tax documents directly from the clients. Customers simply check out W2s, 1099s or other tax docs to PDF FORMAT and publish them to the secure document exchange.
Reduces costs of document collection and get rid of the complications associated with collecting files coming from clients through email. The frequent back and forth of following up with messages can be a pain, but if you make use of secure document pro to get documents via clients they may be stored in a secure, secured place until you desire them.
Collect data using a simple drag and drop software, that syncs with the cloud storage you use for storing files. You online data room service can also set up automatic reminder and thank you messages, letting the clients find out you’ve received their documents without the need to contact you your self.
Create customer intake varieties, PBC audits and more with File Need Pro’s simple drag and drop upload pages that are easy for the clients to work with and would not require these to register or perhaps download whatever. You can even reuse your record upload webpage for different clientele, minimising time it takes to develop individual upload forms for every.
Protect hypersensitive files with a secure record drop off that encrypts, username and password protects and saves the files immediately. This kind of secure, cloud-based solution is designed for loan officers, CPAs and other professionals who frequently ought to receive and promote remarkably sensitive client documents.
