Protect your clients and your firm with secure file transfers without the cost of an IT department.

Stop wasting money on paper, toner, presentation folders, postage and unnecessary admin costs.

ClientWhys Lockbox was built from the ground up to meet the specific needs of tax and accounting professionals. Our Lockbox allows you to create unlimited client portals to securely share large, confidential documents and messages with clients and firm members.

Our unique drag and drop feature allows you to quickly load multiple client files. We provide you with a code to integrate the lockbox login within your website or simply link to our client-branded portal. Our products provide the easiest and most secure way to transfer and share client confidential documents through our web-based lockbox.

Better yet, our lockbox will help you comply with new regulations governing client privacy and e-mail.

Secure Document Sharing

• Upload and share tax returns, financial documents and Quickbooks® files online
• Hosted at Rackpace, the premier SAS70 Type II Certified Data Provider
• SSL Security with 99% application uptime
  
• Easy set up of contacts and client passwords
• Instant notification of new documents
• Ability to add notes and instructions per document
• Public and Segment Lockbox Groups for easy distribution of files
• No file size limitations - send any size file at anytime
• Compliance with regulations such as state-level data encryption & privacy breach laws
• Purchase as a standalone or built into our website packages
  

Secure Messaging

• Send sensitive data and documents
• Receive secure responses to your messages
• Prevent unauthorized use of confidential information
• Web-based application - no software plug-ins needed

e-Signatures

• You send. They sign. It's time and money saved.
• Cut costs related to sending, storing and managing engagement letters Speeds up the signing process and reduces errors
• Compliant with IRS electronic signature requirements for 7216 disclosures and more

Collaboration Tools

• Assign tasks and client notes Simplify your project communications
• Online collaboration made easy - organize and share information more efficiently
• Communicate effectively and coordinate task scheduling
• Share multiple files with any number of clients

PDF Marketing Library

• Over 40 PDF marketing brochures
• Web-based form-fill PDF Tax Organizers (4 to choose from)
• Pre-written privacy policies and red flag disclosures
• Engaging client newsletters

Business Level, $24.95/month
This includes 500 MB of storage, unlimited clients, upload and download unlimited files.

Premium Level, $34.95/month
This includes 2000 MB of storage, unlimited clients, upload and download unlimited files.

*Additional Storage is available at any time. Please add $15/month to the Premium Level for each
1000 MB of storage.