SecureFilePro™
SecureFilePro™ provides secure client file exchange portals for your practice, so you and your clients can exchange confidential tax documents securely and conveniently. Send and receive client documents on your own secure site, anytime, anywhere:
Get files from your client -
Your client uploads tax documents to your branded SecureFilePro site.
Send files to your client -
You upload your client's finished tax return and other documents. Your client signs in and downloads whenever it’s convenient, and from any computer with Internet access.
Included in all SecureFilePro plans:
- Option to brand your site with your company logo and name
- A custom URL (website address) for your site
- Unlimited clients
- Unlimited firm accounts for staff/employees
Benefits for your practice
Paperless document exchange -
Spend less time printing, faxing, e-mailing or mailing returns and other documents to your client, whenever they need a copy. Just upload a PDF for your client to retrieve.
Integrated with Drake Document Manager -
Create client portal and upload documents all at once, with one click.
Custom branded -
SecureFilePro extends the visibility of your practice with a presonalized URL, and you can custom brand your site with your company logo and name.
Security and Admin
Relax... it's secure -
Your site and your clients' files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.
Safeguard sensitive documents -
SecureFilePro is the smart and responsible way to share and transfer your clients' confidential tax documents. Security, reliability and privacy are built in, which cannot be said for sending documents openly by fax and e-mail.
Easy and Powerful Interface
Easy to use -
SecureFilePro is Web-based, and works with just about any browser and computer
Familiar interface and file operations -
Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious, and quick.
Find out more - Start your free trial
See everything secureFilePro has to offer, and start a free 14-day trial. There's no obligation, and no payment information is collected when you start your trial.