Many CPAs mail organizers to their clients at year end. There’s a cost to print, stuff envelopes, and mail the organizers, plus the labor to do all of that.
Other CPAs will email a link to a password protected PDF version of a client tax organizer. However, the passwords maybe too easy to guess and are based on other information that is readily accessible.
An alternative is to use Siftsortpro.com – then the CPA firm can securely share sensitive files using a number of different methods. Either share a folder with a client using Siftsort.com, then drop-n-drag the files into the folder. Or securely email the content from the Siftsortpro.com platform directly to the client using the Siftsort.com platform, or for clients who are not using the Siftsort.com platform, simply send a secure link, where the data is housed on our secure server, and the client can safely retrieve it after entering a one-time passcode sent to them. With all methods, the sensitive material never leaves the secure Siftsort environment, ensuring its safe delivery.
Then, as year-end financial data is gathered, clients can put their numbers in the organizer and securely share the content in the same manner with the CPA. In addition, keeping the backup documentation for themselves in a folder in their personal Siftsort.com account.
This can make the process smoother in addition to being more secure and less labor intensive (saves money) for the accounting firm as well as the client. All organized and all in one place, secure, shareable and accessible from anywhere.