SecureFilePro

SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy.

With SecureFilePro you can quickly:

Transfer files

Update profiles

Questionnaires

Send and receive instant messages

Pay invoices

Remote e-Signatures