Client Portal

 

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SafeSend™ Is The Only Secure Document Delivery Solution That Offers A Client Portal, File Sharing System And An Automated PDF Encryption Feature In One Application.

SafeSend™ is now used by more accounting firms than any other file transfer solution in the accounting industry.

Safesend Login Portal

To maintain compliance with state and expected federal breach of privacy laws, accounting firms must encrypt electronic documents exchanged with taxpayers. Many firms have implemented a traditional client portal to fulfill this requirement. However, client portals have proven to be difficult to implement, hard to train, and a vast number of clients simply won’t adopt them.

Traditional File Share Functionality

  • Send Large Files (QuickBooks)
  • Client Drop Off
  • Online Document Storage

Unique To SafeSend™

  • Question and Answer authentications eliminates password issues
  • Access Portal Inbox from Microsoft Outlook
  • Complete document workflow including E-Signatures
  • Automatically create, store and manage password lists
  • Accounting industry add-ons available
  • Automated PDF conversion and encryption
  1. Automatically encrypt PDF file attachments
  2. On the fly PDF conversion
  3. Restrict document permissions and apply watermarks