How CPAs Use LeapFILE To Securely Receive Tax Documents From Clients

Email is not the best choice to exchange files with clients

Your clients choose you as their accountant because they trust you with their sensitive/private information. Here’s what a client needs to provide you with so you can prepare their tax returns:

Social Security cards of the individual and any dependents

Wage and earning statements

Personal banking statements

Tax-related expenses documentation

… And more!

Many accountants schedule appointments with their clients to exchange these private documents in person. However you still may not have everything you need afterwards, meaning your clients need a way to send you more private information. And of course, you still have to send your clients their tax returns.

You might be surprised how many firms still rely on traditional email to accomplish all of the above! However, email can easily be intercepted or downloaded by the wrong person. Alternatively your firm may have an encrypted email service in place, but can clients easily share your system to send files back to you?

Caring for the privacy of your clients – the simple way!

Offer your clients a free and easy way to send you files, using LeapFILE’s branded file exchange site. With your LeapFILE file exchange site, you receive a website link unique to your company, as well as the ability to brand this site with your company logo and colors. You can get this up and running with minimal setup and no program installation. An unlimited number of clients can use your site to send you encrypted files – and best of all, it’s as easy as using email!

You can even link to your LeapFILE site in your email signature, so your clients can easily access it.

Keep track of the hundreds of files you send during tax season

Our Transfer History logs keep track of all the activity on your account, down to the very last detail. The time a transfer was sent and received, who it was sent to, the name of the attachment, the message to your client, even the IP address of where it was downloaded! Everything is at your fingertips so you never forget a thing – and nothing ever gets lost in email.

The answer for businesses of any size and solo practitioners alike

LeapFILE has helped CPAs send and receive private files with clients for 10 years. We understand how important your clients’ privacy is to you, because yours is just as important to us.

Get ready for next year’s tax season today! Contact us for a free demo or 30-day trial at: sales@leapfile.com or (650) 241-6201.

Send Quickbooks Files Easily and Securely

QuickBooks Offers No Solution for Sending Large Files

An article posted by QuickBooks support, “Sending or receiving a QuickBooks file that is too large to be e-mailed” immediately caught our attention. For a product that is so widely adopted by accountants, we couldn’t believe that QuickBooks doesn’t offer a viable solution for sending it’s large files to clients, customers, or even internal colleagues.

The article suggests inconsistent, often ineffective methods to share/send your large QuickBooks file(s) … everything from compression to flash drives is on their list. These options don’t work:

• You can’t rely on email because it doesn’t provide any notification upon delivery so there is no way to know whether or not the file was received.
• Compression isn’t a good option because even if the file is small enough to be sent via email after it’s compressed, there is no guarantee that the person receiving it will have the appropriate software to unpack it.
• Flash and physical drives can’t possibly be your answer because not only is it very easy to loss them, but you’d have to hand deliver or mail them creating an additional cost and opportunity for the loss or theft of your data.

These alternatives add too many extra steps to a process that doesn’t have to be complicated.

LeapFILE is the Simplest, Most Secure Answer

LeapFILE gives QuickBooks users a way to simply and securely transfer any size file, QuickBooks or other, without any extra steps. Our security is our bread and butter, so we make sure to always protect your data with military grade encryption in the most secure data centers available.

With LeapFILE, sending large files is as easy as sending an email. Simply select the file(s), the recipient(s), enter a personalized message if you’d like, and send. When sending a file, you can also receive notifications when the recipient has viewed your email and when he/she has downloaded the file, so you are always sending your files with confidence.

But Wait…There’s More!

LeapFILE makes it easy to receive files from your customers as well, with the same security and audit tracking features. You get a branded portal that allows your customers to send you files of any size. With this, you can also securely download or choose to store your files in your LeapFILE account for safe keeping.

LeapFILE Makes Life Easier for Accountants

Whether you are as big as CliftonLarsonAllen and Plante Moran or a small independent CPA, LeapFILE is a fantastic solution for accounting firms because of our security, ease-of-use, and full audit tracking. We love our accounting customers, so we are always keeping an eye out for ways to improve the lives of one of our most important user bases.

Come talk to us about how LeapFILE can protect and improve your file transfer capabilities. We want to simplify your life, so feel free to let us know what your pain points are and we’ll help you solve them. Give me a call at 650-241-6218 and let’s chat about how that is possible.

– Aric