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.
Lee Reams II
I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.