Embrace Today’s Technology to Collect Document
Every company needs to make a lot of money and minimize costs wherever they can. This is especially significant in the current economic climate. Accountants are no exception. They work with numbers and data all day. For accountants, using a solid document management system makes good ‘cents.’ If you own a business, you already know that efficient communication with your customers is critical to your long-term success. If you deal with enormous files or sensitive information regularly, you’ll need a particular method to Receive documents from clients and ensure they get to their destination safely and securely.
You’ll send an email these days that end up in your sent things folder, which no one else has access to. If you’re particularly highly organized, you might delete an email after reading it, or place it into your secret folder structure. Because they aren’t used to paper filing systems, some people may even print them off and file them somewhere no one else would think to look. Implementing a software system based on your clients or projects to collect your emails, letters, faxes, spreadsheets, quotes, and anything else that you would have put in a filing cabinet in the past is a better alternative. You’ll need to request files from new clients regularly. If you make the procedure simple and quick, you’ll wow clients and get to more important jobs faster.
Finally, you may make the process easier by using a specialist document collection tool. This is exemplified by File Request Pro. You can set up a secure document portal that your clients can use to upload their files at any time. The procedure is very similar to that of filling out a form. You just create a list of “file uploads,” or papers that you require. You can also add directions and samples of what you’re looking for so your clients get it properly the first time.
Give Your Clients Precise Directions
By displaying all of the documents needed, File Request Pro helps you avoid ineffective back-and-forth with your clients over document collecting. You can give specific directions and limitations for each file requested (ex: type of files uploaded, maximum file size). In less than 5 minutes, you can set up your account and begin collecting documents and data from your clients. Requests are issued to your clients automatically, and you can regulate the kind of documents they upload, create forms, and be notified when the task is completed.
You will no longer send sensitive documents over email thanks to File Request Pro. Your clients can log in to their client portal and safely upload documents. They’re encrypted, kept in a secure location, and access is restricted. You can customize the look and feel of your client portal as well as the communications you send to them. Add your logo, change the color scheme, and select the language you want to use.
Be More Productive
At File Request Pro, one of our primary focuses is security. We make significant investments to provide you with the highest security standards and ensure that your data remains secure and private. At rest and in transit, all data and documents are encrypted. Access to data is highly regulated and monitored.
File Request Pro is the ideal complement to the tools you already use regularly, allowing you to optimize your workflow. If you receive sensitive information and files from your clients regularly, you should set up a secure client gateway. File Request Pro is trusted by lawyers, accountants, regulatory agencies, consultants, and healthcare professionals to securely accept files from their clients via this tool.