Web secure file transfer for accountant s clients

Honestly, this tax season was the smoothest I've experienced in 20 years! Key integrations for Accounting Pros. QuickBooks Integration with the 1 accounting app Scan and attach documents directly to entries in QuickBooks Run the QuickBooks reporting tool to verify whether transactions have a source doc attached Back up and share your QuickBooks company file easily and securely Learn More.

Lacerte The only built-in document management software for Lacerte Batch print and distribute organizers and final returns to clients Simplify the process for adding new clients, new tax years or new engagements Print and auto route documents from Lacerte to SmartVault Learn More.

Microsoft Outlook Simplify your workflow with the Outlook Plug-in to manage and securely share files Upload email attachments directly to SmartVault Send secure links to files and folders in SmartVault Request files from a client or colleague Convert email attachments to secure links Invite and manage users without ever leaving Outlook Learn More. Hubdoc Your key financial documents in one place Automatically route your bills, receipts, and statements to the correct SmartVault folder Integrate with QuickBooks Online, Xero and other leading accounting software Learn More.

DocuSign The fastest, most secure way to get documents signed online Send a document for signature in under a minute Get signed documents routed automatically back to SmartVault Learn More.

No further action is needed to set them up! After they have accepted, simply start dragging and dropping files into their folders. Competitors in the tax and accounting software industry charge outrageous fees for client portals. Failure to comply with these guidelines can cost you hefty fines, and worse, could result in a costly security breach.

Rest assured your data is protected by the best security available. Get your website up with only 10 minutes of your time. We'll spend hours on it so you don't have to.

Exchange files with your clients easily and securely. Stop emailing files! This results in emails being bounced back to the sender, requiring follow ups and disrupting workflow. Additionally, many email providers do not encrypt email messages, which makes it easy for individuals and malicious programs to access email messages and file attachments.

It is also worth noting that the GAPP generally accepted privacy principles prohibits sending confidential files through unencrypted email. Although email is not the most secure method of file sharing, there are things accountants can do to reduce their risk of a security breach and help ensure compliance. Sharing files through mobile applications Being able to work while on the go is a must for most professionals. Mobile applications enable accountants to share files, send emails, join meetings and edit documents from anywhere at any time.

These benefits have urged many large accounting firms to implement bring your own device BYOD policies, which allow employees to use their own smartphones, computers and other devices for work purposes. BYOD policies have several advantages, including saving firms money on equipment, keeping devices up-to-date and increasing productivity. However, with heightened mobility comes a myriad of potential security threats.

All it takes is one lost laptop to lose your customer contact list. By following the right guidelines, however, even smaller firms can utilize BYOD policies while also protecting the integrity of their files, network and data.

Check our help guide for more info. Login Blog Status Support. TitanFile is a Solution that Provides. Easy Platform Adoption. Send and Receive Files with Confidence. Unfortunately, stories about financial data leaks and security breaches are common.

See our full security overview. Precise File Tracking and Organization.