SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy.
With SecureFilePro you can quickly:
Transfer files
Update profiles
Questionnaires
Send and receive instant messages
Pay invoices
Remote e-Signatures