Friday Case Study: One of the ways professionals are using Siftsortpro.com is to work with their clients in a way that is secure, but simplifies all their lives and their work flow.
Instead of logging in to several different accounts, there is one secure login that allows the professional to securely share documents, store documents, chat and email with clients, allows them to send emails to all their clients at the same time, share information individually, and so on.
For example, an accountant sending our their year-end tax organizer can send out an email to all clients, saying “watch for an upcoming email with their individual tax organizer, print it out, put in a folder and then as year-end statements come in, put the statements in the folder and have it all together for a quick time to review and fill out.’
As mentioned in an earlier blog post, one CPA firm did this and saved over $50,000/year, allowing the employees to spend their time with clients instead of shuffling paper.
Then, they can send the individual tax planner to each individually either from a secure folder (if the client is a Siftsort.com user), or by sending a secure link to each client (if not using Siftsort.com).
Alternatively, they can even avoid the trouble of the paper files and if they are used to getting online statements form their bank, investment accounts and whatever else, they can upload to their individual Siftsort.com account and share that set of documents with their accountant. Then using the chat function, they can communicate with their tax professional in a secure environment instantly.
All of this is within a secure environment. When the two platforms are used with each other, the data and transmission of files never leaves our environment, or exposing itself to the Internet. Files are securely transferred from within our environment (server-to-server). As also mentioned in previous blog post, customers can be so happy, they refer other clients, family and friends. If you are a professional advisor, isn’t that the kind of ringing endorsement you want?