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Does ProSeries Professional offer a secure way to send emails and files?

Jtax LLC
Level 3

I was wondering if ProSeries offers a secure email file upload site for clients to send us files securely and vice versa?

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6 Comments 6
IRonMaN
Level 15
Just-Lisa-Now-
Level 15
Level 15

Ive been using Encyro, its Free for just sending files back and forth, they do offer E-Signature for pretty cheap too.

I find it a bit clunky, but the majority of my clients are in person appointments, so for the 10-20 that use it, it works good enough for me!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Jim-from-Ohio
Level 11

ProSeries does indeed offer a way to send encyrpted returns: File>Priint>Emal password protected PDF

PATAX
Level 15

I use the most secure method: The clients drop it off at my office.

Just-Lisa-Now-
Level 15
Level 15

@PATAX wrote:

I use the most secure method: The clients drop it off at my office.


thats my preferred method as well.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Jonesin1
Level 4
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