Home Add-Ons Secure Client Vault

Offices everywhere are going paperless to reduce costs and increase efficiency. Client Vault allows a client to access their own 256-bit encrypted vault to retrieve invoices, documents, and more. A Client Vault can be used to distribute documents to your client instantly. No longer will clients need come to be inconvenienced by the necessity to come to you office to pick up a document that needs several signatures. Furthermore, clients can uploaded documents that have been proofed for accuracy.

Additionally, you can allow access to other professionals. An estate planner can allow CPAs and Financial Planners access to specific client vaults for fast, secure, reliable transmission of documents.

The Client Vault is secure, unlike email communications. Ensure you clients confidentiality with the Client Vault.

 

 

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