Secure record pro can be described as web website that allows you to securely send and receive duty documents see here now directly from the clients. Customers simply check W2s, 1099s or additional tax documents to PDF FORMAT and upload them to the secure document exchange.
Reduces costs of document collection and get rid of the hassles associated with collecting files coming from clients by means of email. The continual back and forth of following up with electronic mails can be a discomfort, but if you make use of secure document pro to gather documents right from clients they may be stored in a safe, secured place until you need.
Collect documents using a basic drag and drop interface, that syncs with the impair storage you utilize for keeping files. You could also set up computerized reminder and thank you e-mails, letting your clients understand you’ve received their data without the need to follow up with you yourself.
Create customer intake forms, PBC audits and more with File Inquire Pro’s simple drag-n-drop upload pages which have been easy for the clients to use and would not require these to register or download anything. You can even recycle your document upload webpage for different clients, minimising time it takes to develop individual publish forms for every single.
Protect sensitive files having a secure record drop off that encrypts, pass word protects and saves your files quickly. This kind of secure, cloud-based solution is perfect for loan officials, CPAs and also other professionals just who frequently need to receive and share very sensitive customer documents.