Lockbox Client Portal Maintenance Tips

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 the File Purger feature to automatically delete older files.  If you are not sure how much storage you are using, check the monthly activity report or login to your account and view the usage from the lockbox admin or newsletter editor.

Using File Purger

There is an option in the Editor Home - under Lockbox - for File Purger. This feature allows you to select a date and indicate what files to purge.  You can delete any file in your lockbox that is no longer in use.

Please call 1.800.442.2477 x4 or email us with any questions.

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