I was wondering if ProSeries offers a secure email file upload site for clients to send us files securely and vice versa?
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!
ProSeries does indeed offer a way to send encyrpted returns: File>Priint>Emal password protected PDF
@PATAX wrote:
I use the most secure method: The clients drop it off at my office.
thats my preferred method as well.
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