You have files your client needs. Your client has files you need. What do you do? Sending them via email is unsafe and using traditional mail takes too long. You can’t always meet the client in person either. The solution? This is where the Secure File Exchange comes to save the day. Watch a quick video overview:
By offering a fully secure system in which you quickly and easily upload files for your client to download, you have both the speed of email and security of a hand-delivery. Plus, you can transfer large items like Quickbooks files with ease. Try doing that with email.
Eager to get started using it with your clients? I don’t blame you! Read on, and you will be soon be transferring files back and forth like a breeze. If you haven’t read the section on creating Firm and Client Users yet, you may want to check that out first.
If you are using our newest file transfer system, the Secure File Vault (characterized by its blue color scheme), you can find your help here. If you are instead using the Document Manager (characterized by its gray color scheme), your help page is here. However, you could be using the highly improved Vault system, so please give us a call and ask about getting moved over!
If you are still using the Secure File Transfer system (the one not accessed through the Portal), you can get help here, but you are really missing out on everything the Vault has to offer! Please call us and we can teach you all about using our new and improved system.