How to use Secure file pro

Secure file pro is a specially created space for sharing files in complete safety. With this device, you and your clients will be able to exchange important documents without any fear. Forget about printing and faxing and save your time by simply uploading your documents to the web page. In this article, we will tell you about the main features of Secure file pro and how to use it. 

Main features of Secure file pro 

Secure file pro is an excellent modern business solution that will help you run your business and reduce the risk of sensitive information leakage to a minimum. Distinctive features of this web portal are:

  • Ability to receive files from your client – your client can upload tax documents to the portal without any risks, which will be available for viewing at any time
  • Ability to send files to your client – upload all the necessary documents to the site so your client can view the files at any time and any place with Internet access
  • Works with Drake Documents – you’ll be able to download all the necessary documents at once with a single click
  • Built-in security – the site meets the highest security standards and guarantees safe file transfer and exchange processes, and all documents uploaded to the site are encrypted by special codes. Customers can only view their documents or documents sent by their customers
  • Protect your sensitive documents – avoid unprotected sources of transmission like emails, play it safe, and send the file via a specially created program
  • Easy use- secure file pro has an intuitive interface and is compatible with any browser and computer. All processes run smoothly and efficiently 

New features of secure file pro

The web portal has made some improvements recently to make it even easier for customers to use its services.

  • Mobile-friendly interface – Now you can take photos of documents and upload them to the portal
  • Messaging -contact your customers directly on the website
  • Previous year summary – helps you summarize all the necessary documents from the previous year
  • The remote e-signature option allows you to get signatures from customers even if they are far away from you
  • Online Payments – convenient electronic payment system 

How to use Secure file pro

As soon as you decide to create a Secure file pro account you will receive an email with further registration instructions. 

Step-by-step registration instructions: 

  • Make sure you have a stable Internet connection
  • Click on the account activation link in the received email
  • In a new pop-up window, you will be prompted for a password
  • Enter the last 4 digits of your social security number
  • Enter your password and confirm it by re-entering it in the line below
  • Click “send”