When you’re running a business, the last thing you want to add to your plate is running secure documents back and forth to your CPA. We understand that, which is why we offer our clients a secure file exchange service. Using our digital file exchange service, you can send us all of the documents we need to provide you with the critical tax preparation and accounting services securely, in just a few clicks, without further disruption to your day. Here’s a closer look at how our service works.
How to Send Files Using Our Secure File Exchange Service
The first step in sending your secure files to use is to navigate to the secure file exchange page of our website. Once you’re there, there is no need to create a user name or password. Simply fill in your name and email address, and select your client representative from the menu. If you are not sure who to send your files to, you can send them to Ana Miranda, who will ensure they go to the correct person.
Click on the “drag files here” to select files from your computer, or drag the file directly to that box. You can add a subject line and secure message as well. When you’re ready to send the files, click “send files.” We will receive your files through our secure system.
Benefits of Using Our Secure File Exchange
There are multiple benefits for using our secure file exchange. The biggest benefit is convenience. Save time and money on courier services, and get faster results by getting us the necessary information quickly. It’s also quick and easy to send any follow-up information or overlooked documents without another trip to our offices.
Additionally, you get this convenience with absolute security, so you have peace of mind knowing that your sensitive financial information is safe.
Let The Royce CPA Firm help you manage your accounts, so you can focus on running your business. Talk to one of our CPAs in Tucson today by calling (520) 321-4626.