It's not "if" but "when" your clients will demand access to digital tax returns and documents.
Why not make make it a first-class presentation with a ClientWhys Lockbox?
The ClientWhys Lockbox is a web-based client portal. It does not require any IT staff and is designed to be used by a tax accountant, not a techie. It's simply the most secure online collaboration and file sharing system available.
Our lockbox solution offers the following tools all in one complete package.
Why not make make it a first-class presentation with a ClientWhys Lockbox?
The ClientWhys Lockbox is a web-based client portal. It does not require any IT staff and is designed to be used by a tax accountant, not a techie. It's simply the most secure online collaboration and file sharing system available.
Our lockbox solution offers the following tools all in one complete package.
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
- 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
- Protected by SSL Security - Meets Government Privacy Requirements
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 250MB of storage, unlimited clients, upload and download unlimited files.
Premium Level, $34.95/month
This includes 1000MB of storage, unlimited clients, upload and download unlimited files.
Additional Storage
Additional Storage is available at any time. Please add $15/month to the Premium Level for each
1000MB of storage.