Secure record pro is mostly a web portal that allows you to securely send and receive duty documents directly from your clients. Clientele simply check W2s, 1099s or additional tax papers to PDF FORMAT and upload them to the secure file exchange.
Improve document collection and get rid of the headaches associated with collecting files right from clients by using email. The frequent back and forth of following up with messages can be a soreness, but if you make use of secure record pro to gather documents right from clients they are really stored in a secure, secured place until you desire them.
Collect data files using a straightforward drag and drop interface, that syncs with the impair storage you utilize for stocking files. You also can set up automatic reminder and thank you email messages, letting the clients know you’ve received their data without the need to follow up with you yourself.
Create customer intake forms, PBC audits and more with File Submission Pro’s simple drag-n-drop upload pages that happen to be easy for the clients to work with and rarely require them to register or download nearly anything. You can even reuse your document upload page for different consumers, minimising time it takes to create individual publish forms for each.
Protect delicate files which has a secure document drop off that encrypts, username and password protects and saves the files immediately. This secure, cloud-based solution is ideal for loan officers, CPAs and other professionals exactly who frequently have to receive and share data room strategies very sensitive consumer documents.