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.

The New and Improved LeapFILE

That’s right, LeapFILE had a makeover! Our team has been hard at work to ensure LeapFILE is the best solution it can be for users like you. To start, you might have noticed we have revamped our logo and design to improve functionality and give LeapFILE a fresher look. Since we provide an exceptional solution to our users, we wanted our appearance and performance to mirror the same.

We’ve updated more than just our looks though. In today’s world, attacks are becoming more prevalent and can occur anywhere. Through our recent service enhancements, we have improved our security to ensure your files are safe and secure at all times. We know your files are important and confidential at times, so we strive to keep them that way.

Last but certainly not least, we have improved our performance via web service enhancements. Our performance is key in offering you a solution that boosts your productivity, so we make every effort to provide you with the best experience we can. LeapFILE is here to give you the security and performance you need, so stop worrying about your files because we have you covered!

LeapFILE’s Outlook Plug-in Puts an End to Email Frustration

It’s a typical day at work and suddenly you need to send a large confidential file to a client ASAP. It doesn’t seem like an issue at first, but then you’re struck with the glorious notification stating “The attachment size exceeds the allowable limit.” Frustrating, right?

LeapFILE offers an easy solution for the mayhem you might have experienced above. With LeapFILE, your files can be shared and received securely without any size restrictions. If you’re currently using Outlook and don’t have the time or patience to open another application to email a file, fear not! LeapFILE provides every user with an optional Outlook plug-in you can install directly on your computer. Once the plug-in is installed, your Outlook account will feature a new “Send Attachments” icon as seen below when composing an email. Because LeapFILE’s Outlook plug-in integrates seamlessly with your Outlook, there is no new training needed and your frustration of sending large files via email is over!

Painless Login Process with Single-Sign-On

When was the last time you forgot your password trying to log in to a system? If you’re like me, it happens quite often. From emails to account based websites, it’s a challenge to keep track of the variety of passwords you created for yourself. LeapFILE recognizes this issue and strives to make your login experience as painless as possible through Single-Sign-On (SSO).

LeapFILE’s SSO allows users to sign in with a single username and password while supporting your already existing Active Directory (AD). In doing so, you can rest assured that no user credentials ever leave your corporate firewall. To execute this process, LeapFILE uses a virtual machine inside your network to talk to your AD server for login requests. An SSL certificate is also implemented inside the virtual machine to encrypt the information exchange between the Authentication Gateway and LeapFILE servers. Once the configuration process is complete, you are now able to access the data you want in a safe and secure manner.

Whether you are an IT professional, concerned about security and tired of recovering passwords, or a user just tired of remembering a variety of passwords, LeapFILE offers an easy and secure solution for all.