SecureFilePro provides a secure platform for client file exchanges, enabling preparers and clients to securely and conveniently share confidential tax documents. The paperless document exchange feature helps preparers save time by eliminating the need to print, fax, email, or mail returns and other documents to clients.
- Transfer files
- Update profiles
- Complete questionnaires
- Send and receive instant messages
- Pay invoices
- Utilize remote e-Signatures
Overview
SecureFilePro is a Freeware software in the category Business developed by Drake Software Mobile.
The latest version of SecureFilePro is 1.0.315, released on 04/22/2024. It was initially added to our database on 04/22/2024.
SecureFilePro runs on the following operating systems: iOS.
Users of SecureFilePro gave it a rating of 3 out of 5 stars.
Pros
- Offers secure file sharing and collaboration for professionals
- Allows for easy and secure exchange of sensitive documents with clients
- Enables efficient communication and workflow between tax professionals and clients
- Provides a safe and encrypted environment for storing confidential information
- Simplifies the process of gathering, organizing, and sharing tax documents digitally
Cons
- May have limitations in terms of file size that can be uploaded or shared
- Potential learning curve for new users to adapt to the software
- Dependent on internet connection for seamless operation
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