Jtax LLC
Level 3
12-20-2023
01:08 PM
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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
12-20-2023
01:28 PM
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Just-Lisa-Now-
Level 15
12-20-2023
02:21 PM
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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
12-20-2023
02:33 PM
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ProSeries does indeed offer a way to send encyrpted returns: File>Priint>Emal password protected PDF
Just-Lisa-Now-
Level 15
12-20-2023
06:14 PM
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@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
12-21-2023
08:26 AM
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