Secure record pro is known as a web portal that allows you to securely send and receive tax documents directly from your clients. Clients simply scan W2s, 1099s or various other tax records to PDF FILE and publish them to the secure record exchange.

Reduces costs of document collection and get rid of the problems associated with collecting files coming from clients by using email. The consistent back and forth of following up with emails can be a discomfort, but if you make use of secure document pro to gather documents coming from clients they are stored in a secure, secured place until you need them.

Collect data files using a simple drag and drop user interface, that syncs with the cloud storage you use for storing files. You may also set up automated reminder and thank you email messages, letting your clients know you’ve received their documents without the need to contact you yourself.

Create customer intake varieties, PBC audits and more with File Demand Pro’s simple drag & drop upload pages which might be easy for your clients to work with and do not require those to register or download nearly anything. You can even reuse your document upload web page for different consumers, minimising the time it takes to create individual upload forms for every.

Protect hypersensitive files having a secure data file drop off that encrypts, username and password protects and saves your files instantly. This kind of secure, cloud-based solution is ideal for loan officials, CPAs and other professionals who also frequently need to receive and promote highly sensitive customer documents.