![]() ![]() For example, see the Safeguards Rule of the Gramm-Leach-Bliley Act of 1999. One area of focus in the design of our FileVault is in maintaining compliance with ever-changing state and federal regulations that dictate when and how sensitive data must be encrypted. But the potential exists and it has happened to many people out there. Granted, the likelihood of someone intercepting a file, knowing what it is, and having the ability to use it is somewhat small. We’re not overly concerned with an accountant’s competitor intercepting e-mails we’re much more concerned with people who would use sensitive information (social security numbers, account numbers, etc.) for nefarious means - of which there’s been no shortage lately, judging by the disturbingly large (and growing) number of people out there whose machines have been compromised for just such purposes. Our primary goal is to make it as easy as possible for accountants and tax professionals to protect their clients. If you have any trouble or questions regarding this call 80 or email responses to “QuickSend: The Quickest Way to Receive Client Files Securely” It offers both savings and increased client satisfaction. Take advantage of QuickSend by adding it as a page on your website. QuickSend, on the other hand, is included with your CPA website at no additional cost. If you got this as a standalone service, you would pay $59.95 and up ( ShareFile) or $100/month and up ( LeapFILE). You’re spared the time it takes to set up his account and train him – leaving you more time for billable work.Īnd because QuickSend helps you hold on to your current clients, you do less recruiting of new clients – a real cost savings. When a client needs to send you a file, encourage him to use QuickSend. And anytime you do this, you make it more likely your clients will stay with you. QuickSend is a great way to make life easier for your clients. The file is only accessed by the firm member and is extremely secure. All the files sent are stored in a “dropbox” folder in the selected firm member’s “My Documents” folder. Files sent by QuickSend are stored in the Client Portal and protected by the Portal’s 14 layers of security. There’s no need to remember a username and password and learn how to navigate the system. You also don’t need to train your client in how to use the software.įor your client, they just fill out a short form and hit send. QuickSend doesn’t require an account, which makes things easier for you and your client.įor you, there’s no back-end work setting up an account with a username and password. QuickSend: The Quickest Way to Receive Client Files Securely.QuickSend: The Quickest Way to Receive Client Files Securely ![]()
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