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Web 2.0 is all about interaction. While websites used to be like brochures or business cards - static displays of information - they are now highly dynamic.
Clients have come to expect this expanded service from their service professionals' websites. They expect to use your site to interact with you by sending you messages and data.
QuickSend does just this. This feature allows anyone - clients or potential clients - to quickly send you files without having to log in to their account - or even have an account. Send one or several files, large or small.
QuickSend is easy for you because it doesn't require your client to create an account - no need to create a username and password or train them to get up and running.
Email is not secure. Transmitting your client's sensitive financial data is risky because of corruption.
QuickSend is the ideal alternative. It's easier than email. Files sent by QuickSend are stored in the Client Portal which is protected by 14 layers of security. Files are stored in a "dropbox" folder, only accessible by the firm member. It is extremely secure.
You get this useful feature at no extra cost.
It doesn't cost you a penny. In fact, it increases your contribution to profit. When clients use QuickSend, you save time setting up the account and the associated training cost. This means you're left with more time for billable work.
QuickSend helps retain current clients because you don't have the marketing expense to recruit new clients. This generates a significant cost savings.
Give your clients the online experience they expect by getting started with QuickSend.
(We'll spend hours on it so you don't have to.)Try Us for Free