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Protected File Pro – Ways to Securely Give and Receive Tax Records Directly From Your Clients

Secure data file pro is known as a web portal that allows you to securely send and receive duty documents directly from the clients. Customers simply check W2s, 1099s or other tax docs to PDF and upload them to the secure record exchange.

Reduces costs of document collection and get rid of the headaches associated with collecting files coming from clients by means of email. The regular back and forth of following up with e-mail can be a discomfort, but if you utilize secure file 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 software, that syncs with the impair storage you use for stocking files. You also can set up computerized reminder and thank you e-mail, letting your clients understand you’ve received their data without the need to contact you your self.

Create consumer intake forms, PBC audits and more with File Get Pro’s simple drag and drop upload pages which can be easy for your clients to work with and don’t require those to register or download nearly anything. You can even reuse your file upload page for different clientele, minimising the time it takes to develop individual upload forms for every.

Protect delicate files which has a secure record drop off that encrypts, username and password protects and saves your files immediately. This kind of secure, cloud-based solution is great for loan officers, CPAs and also other professionals exactly who frequently need to receive and promote very sensitive consumer documents.

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