Powerful File Sharing Made Easy

We asked Accountants and CPAs what the most important factors are in selecting software to handle Secure File Sharing for clients and their accounting practice. Many responses included, "A system designed and built by CPAs" and "It has to be cost-effective". We’ve taken those findings and have set out on a mission to simplify how accountants send and receive documents with bank-level security.

Learning Objectives:

  • How to send files that actually verifies you're sending to the right person, without requiring them to login
  • How to send files by our tool that integrates with any program you have
  • How to get documents e-signed from any program

Sign up to get access to this FREE on-demand webinar if you’re ready to simplify how you run your accounting practice!