Lockbox
Secure Portal & Document Sharing- Client Only Access
The Online Document Management System includes a Secure File Exchange System that provides a secure, convenient, and easy way for us to exchange and share files.
Provides you with 24/7 access to tax returns, financial statements, and scanned source documents like W-2’s and stock transactions. You can safely store vital company information like employee data, corporation papers, and legal documents. All files are backed up daily and archived in our secure data-center.
- Upload and share tax returns, financial documents and Quickbooks® files online
- Hosted at Rackpace, the premier SAS70 Type II Certified Data Provider
- SSL Security with 99% application uptime
- Instant notification of new documents
- Compliance with regulations such as state-level data encryption & privacy breach laws
- Send sensitive data and documents
- Receive secure responses to your messages
- Prevent unauthorized use of confidential information
- Web-based application – no software plug-ins needed
- One year storage included with your paid tax preparation! Valid e-mail required.
- Returning clients keep prior years for no additional cost!
