Accounting firms work constantly with sensitive and private documents, such as tax forms and financial statements, balance sheets, client account information, and proof-of-identity files. Sharing, storing, and maintaining these files is an important aspect of accounting that can make or break a firm’s success.
It is vital that these sensitive documents are stored in a system that meets compliance requirements while remaining hyper-secure.
That’s where FileCloud comes into play.
FileCloud’s accountant file sharing is an all-in-one storage and sharing solution that offers a host of features and benefits like hyper-security, a compliance center, and workflow automation to name just a few.
FileCloud doesn’t read your private data and no one else can either. FileCloud is the best cloud storage for accountants, since it combines data storage and management in a synchronous manner. FileCloud offers affordable solutions so that accounting firms can store and share data securely and compliantly.
FileCloud doesn’t read your private data and no one else can either. FileCloud for cpa secure file sharing combines data storage and management in a synchronous manner. FileCloud offers affordable solutions so that accounting firms can store and share data securely and compliantly.
FileCloud’s Branded Client Portal
One of the difficulties that accountants face is having a place both they and their clients can access to upload, store, and review sensitive data and documents. FileCloud has the solution to this problem: users have the option to create a secure, branded client file sharing portal.
It’s easy to create this client portal and brand it with your own logos, photos, email templates, and custom URL.
This client portal can be accessed by clients 24/7 on any device connected to the internet and allows users to securely upload, download, and review sensitive documents, all within one branded platform.
Workflow Automation with FileCloud
Workflow automation is an exciting new feature within the FileCloud system. Workflow automation allows accounting firms to automate certain tedious but important administrative tasks like document review, client intake forms, signoffs, and approvals.
It’s easy to create workflows within FileCloud’s secure system. Workflows can be created by anyone with a simple, no-code, drag-and-drop design and built-in logic that is easy to share and edit.
All running workflows configured for cpa secure file transfer can be seen within a dashboard that gives users a bird’s eye view of their workflows and helps address any errors in automation. Logs and audits can also be accessed from this dashboard for review and compliance purposes.
The branded client portal and workflow automations are just a few of the ways users are empowered by FileCloud’s system. FileCloud has a host of other features that are helpful for accounting firms including:
• Data protection: Different security layers are provided for data protection which includes encryption, tunneling, antivirus protection, ransomware protection, and two-factor authentication.
• Content analytics: FileCloud keeps audit trails and logging information which includes username, IP addresses, and system information to track information flow and provide security.
• Advanced file sharing: Files can be shared publicly or privately with team members according to the requirements of your firm.
• On-premises or cloud-based storage: FileCloud provides flexibility in operations by providing cloud business solutions, in which users are free to choose on-premises data storage or a cloud-based data storage model.
• Sync, share, and mobile access: CPA file sharing offers remote access of data, mobile access, and synchronization of data across different devices.
• Affordable: FileCloud offers a robust ROI with features like workflow automation, client portals, and branding all within one secure system at an accessible price. FileCloud offers a secure portal for file sharing, ensuring that your sensitive data is protected with end-to-end encryption.
For even more details about how you can use this platform for accounting click here. Get a free trial of FileCloud today. We promise you won’t be disappointed.