Secure document pro is actually a web site that allows you to firmly send and receive tax documents directly from your clients. Consumers simply search within W2s, 1099s or different tax papers to PDF and publish them to the secure document exchange.
Improve document collection and get rid of the hassles associated with collecting files via clients through email. The continuous back and forth of following up with email messages can be a discomfort, but if you use secure document pro to get documents from clients they may be stored in a secure, secured place until you desire them.
Collect documents using a simple drag and drop user interface, that syncs with the cloud storage you utilize for storage files. You can also set up automatic reminder and thank https://onecorpcompany.com/new-strategies-for-working-routines-with-right-data-room-solution/ you e-mails, letting your clients understand you’ve received their data files without the need to contact you yourself.
Create customer intake forms, PBC audits and more with File Inquire Pro’s simple drag & drop upload pages that happen to be easy for your clients to work with and rarely require these to register or download whatever. You can even recycle your record upload page for different consumers, minimising enough time it takes to produce individual upload forms per.
Protect very sensitive files having a secure file drop off that encrypts, pass word protects and saves the files instantly. This kind of secure, cloud-based solution is good for loan officials, CPAs and other professionals just who frequently have to receive and share extremely sensitive client documents.