How Will the US Post Office Shakeup Affect Your Tax Return Presentations?
Posted on December 7, 2011
Change is coming for tax professionals, whether you like it or not. The upcoming increases in postage and slowing of delivery will affect your client service and costs if you stay status quo with the way you process returns for...
Lockbox Drag & Drop Now for Chrome and the latest editions of Firefox.
Posted on November 15, 2011
The latest upgrade of firefox changed the way they handled the file drag and drop technology for our secure file sharing lockbox. We had to update our lockbox code to handle these changes. We also enabled the drag and drop feature...
New Website and Lockbox Client Portal Encryption Features
Posted on October 4, 2011
We have added some new security features to our websites for accountants product line. These features include some advanced encryption systems on the back-end for both the website and lockbox client portal. We have also added...
Lockbox Client Portal Maintenance Tips
Posted on July 13, 2011
Our Tax Accountant and Financial Planning customers use the lockbox either for secure filing sharing or as an online storage tool. For those that just want to share documents with clients for a temporary period of time, we have...
Save Time with our Secure Document Sharing Client Portals
Posted on March 2, 2011
The Lockbox has been getting a ton of usage this tax season. We wanted to list some important tips when utilizing the tool. You can also review the following tutorial videos for more information....
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