An accounting firm had recently implemented Siftsortpro.com after one of their large clients had her email hacked while traveling abroad.
The culprits had studied her email subject matter, vernacular and such and derived a way to send a series of emails from her account, to her administrator and broker requesting the transfer of nearly $400,000 over a few weeks time period. A similar task she would due as part of her normal course of business to certain vendors and partners.
While the accounting firm was not directly involved in any way, the partners realized the importance of not sending sensitive client information through their corporate email system. Data breaches can cost a CPA their license to practice.
Cost Savings That Matter
After implementation and training the 13-person firm, they realized an annual savings of $52,800 on postage, envelopes, paper, toner and reduced man-hours.
They increased the productivity of their entire office by streamlining the workflow and securely sharing client documents using Siftsortpro.com and having their clients use Siftsort.com.
“Siftsort saves of time, money and gives us peace of mind knowing that client files are highly secure”, Ross Wisdom, CPA
Everyday consumers are transmitting sensitive personal information to their trusted professionals in an unsecured manner. Its reckless to pass a blank form to a client in email and expect them to fill it out and simply email it back. As crazy as this sounds, it happens annually with my own insurance agent. Of course, I never comply instead using my own products (Siftsort.com) to send her a secure link to safely retrieve the documents from me. But come on? Wake up!