We’ve just completed another improvement to your ability to upload files to your clients’ secure FileVault. The next time you log into your Secure File Exchange System, look out for our brand new FileVault Windows application in your “More” menu.

This new Windows application is actually installed on your computer and allows you and your clients to quickly upload files to your Secure File Exchange System without having to log into the Client Portal.

This new version of the Windows Application includes many new features you’ve been requesting.

It allows you to upload complete batches of files with just a few clicks , eliminating the repetitive process of uploading one file at a time.

You can quickly upload files to any Client User. And each of your clients can upload files to their own account.

The One-Click Upload feature allows you to easily send any file to your Secure File Exchange System. Simply right click on any file and select ‘Send to FileVault’.

This new application also includes an automated file backup feature that allows your clients to backup their QuickBooks file (or any other file) every night. This is a great disaster recovery solution because your clients vital financial records are securely stored off-site. So if anything ever happens to their office or their computer they still have a clean backup of their accounting records.

Ensuring safe off-site backups of your clients accounting data is another way you add value. You use this feature to generate extra revenue by charging a small fee for the service. Many firms charge their clients anywhere from $9.95 to $29.95 a month for this service. Or you can offer it Free as a way to thank your clients for their continued loyalty.

The FileVault Windows Application is only available to Gold and Platinum level clients. To download it, log into your Firm Portal, select More, then click “Download Windows Application.”

Our Online Help includes a full walk through of installing this new tool and using all of these features.

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