USE Safe Send to ensure privacy when electronically sending

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 To maintain compliance with state and expected federal breach of privacy laws, accounting firms must encrypt electronic documents exchanged with taxpayers. Many firms have implemented a traditional client portal to fulfill this requirement. However, client portals have proven to be difficult to implement, hard to train, and a vast number of clients simply won’t adopt them.

• Send Large Files (QuickBooks)
• Client Drop Off
• Online Document Storage
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• Question and Answer authentications eliminates password issues
• Access Portal Inbox from Microsoft Outlook
• Complete document workflow including E-Signatures
• Automatically create, store and manage password lists
• Accounting industry add-ons available
• Automated PDF conversion and encryption

1. Automatically encrypt PDF file attachments
2. On the fly PDF conversion
3. Restrict document permissions and apply watermarks