Free file sharing software software#
Free file sharing software password#

ImagineShare was designed around your workflow AND the clientвЂ™s workflow.

To learn more about ImagineShare, our secure file sharing platform, and ImagineTimeвЂ™s other practice management software features, contact sales and schedule your free demo with us today. All of those processes are very easy for your client to put off вЂњuntil tomorrowвЂќ. Getting client documents signed is difficult because it requires the client to meet up in person, mail things back to you, or have a printer/scanner/fax machine. There are more important things you or your staff can be doing instead. The amount of follow-up calls and follow-up emails required to get documents signed and returned is ludicrous.

Getting your client to sign their e-file authorization form is every accountantвЂ™s favorite pastime. Clients need to be reminded and trained with regularity, but you need to offer something that isnвЂ™t a pain to use at the same time. Making the transition from paper to digital happens gradually and requires effort on your part. Very few firms are actually вЂњpaperlessвЂќ, but most firms are looking to reduce the paper in their office. That barrier to entry will stop your clients from adopting the technology you purchased and keeps your firm in the dark age.ДЇirms with paper-based methods (meeting in person, using the mail system) are stuck in the process for two reasons itвЂ™s what youвЂ™ve always done and you havenвЂ™t offered anything easy enough for your clients to actually use.

Whether youвЂ™re sending the file through your client portal or through a password protected PDF, they still have to find out what the password is. This happens to every accounting firm, and itвЂ™s a result of a system that is built around the accountant, not around the client. Then they reply to your email or give you a call and tell you that they donвЂ™t know what their password is. Most firms we talk to are password protecting the documents they send out which provides security, but only a minimal amount, and clients still have trouble opening the documents.Дoes this sound familiar? You send them their password protected file, then send a second email or give them a call to let them know what the password is. If you are emailing PII (Personally Identifiable Information), it needs to be secured by law. Your tax software told you that their client portal will be a great way to send and receive files with your clients, but it turns out that none of them actually use it! A handful of clients will like using a portal, but the majority of them would rather get their files through email, in person, or in their mailbox. The secretвЂ™s out, clients donвЂ™t like to use client portals. ImagineShare was created to satisfy every type of client, not just the tech-savvy ones. Some clients will love their client portal account and will use it all the time, but those are rare. If youвЂ™re like the majority of accounting and finance firms we talk to, then youвЂ™re having difficulty with clients actually adopting the portal. You might already have a client portal that came with your tax software or the company that created your website. WeвЂ™re at a point in modern technology where security, more specifically data security, is not a вЂњnice to haveвЂќ, itвЂ™s not something that you just do for the good of your clients, itвЂ™s a necessity for running a lawful and ethical business. Even if youвЂ™ve never been robbed, you still lock your doors at night. If you havenвЂ™t been securing information in the past and youвЂ™ve never had a data breach, then youвЂ™ve simply been lucky so far. Even if they say itвЂ™s ok and you get the written permission of your client to send it unsecured, youвЂ™re still breaking the law. You have to secure your clientвЂ™s information when sending to them. Even if your server is encrypted, once you send emails externally, they are out in the open and vulnerable just like every other email.ДЄt the end of the day, itвЂ™s the law. They know that you donвЂ™t have the budget or resources to constantly have an entire IT team monitoring your technological security and infrastructure. Before you think that youвЂ™re too small to be targeted, understand that hackers attack weakness, not size. The amount of data and security breaches, hacked emails, and stolen identities has increased 50% or more, every year, for the past four years. ItвЂ™s a huge responsibility to handle the data involved with an accounting workflow and accountants face this task on a daily basis.

Despite your clientвЂ™s difficulties, you need to secure their information.

Free file sharing software software#

Free file sharing software password#