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.

10 years and still delivering with confidence

After 10 years and millions of successful transfers, LeapFILE is still helping customers deliver and exchange files with confidence, in a way that email, FTP, and newer services cannot. With that in mind, we refreshed our website to make it loud and clear:

File delivery and exchange are more valuable than ever.

As entire workflows finally become digital and customer engagement moves fully online, it is increasingly critical for people and companies to have confidence in their ability to exchange their financial documents, legal documents, and product designs.

LeapFILE is needed more than ever to make email deliver

Despite many newfangled communications technologies, email is still the dominant business communication tool. In fact, a recent Radicati report indicates that business email is still growing 7-10% every year.

Source: The Radicati Group, Email Statistics Report, 2013-2017

According to Radicati, the number of business email accounts will grow to 1 billion in 2014, and people will be sending and receiving nearly 110 billion business emails a day!

Yet, email still doesn’t deliver when it comes to files.

LeapFILE complements your email environment, but lets you know when files have been sent, viewed, and downloaded. If you host email servers, LeapFILE offloads the files so you’re not taxing your mail servers with gigabytes and terabytes of costly file storage. Email is acceptable when it comes to messages, but LeapFILE makes email dependable when it comes to today’s richer business-to-business exchange.

LeapFILE Exchange Sites are a much better answer for customer engagement than FTP

FTP is a bare-bones technology for a single user to access a server. No matter how vendors modify the interface or claim enhancements, FTP can’t get away from what it was intended for. LeapFILE’s Exchange Site capability is built to securely host files for customer pickup. Unlike FTP, with LeapFILE, it’s easy to segregate customers and their permissions, and then track all the activity on the files for business and compliance purposes. When you need an easy, dependable way to securely host files for your customers, LeapFILE is your answer.

LeapFILE is built for file delivery, cloud storage isn’t

Consumer cloud storage has become popular for sharing personal photos or documents. But when you need to be sure, it simply doesn’t have answers. Unlike cloud storage, LeapFILE tells you when files have been sent, viewed, and downloaded, and provides a complete audit trail for compliance purposes. Additional LeapFILE capabilities like receiver authentication and AD/LDAP integration fill out a complete solution for file delivery and exchange.

Our new website highlights our three key values: LeapFILE is easy, secure, and ensures file delivery. We thank our customers for trusting their critical business with us. For everyone else needing dependable business-to-business file delivery and exchange, we are committed to being the best answer for you today, and in the future.

Oh, and Happy St. Patrick’s Day from all of us!

Leo Leung
VP of Product
@lleung

Photo “Stamps” by Simon Davies