Keep and share sensitive tax documents secure with
Encrypfile, the go-to solution for CPAs and Tax Preparers.

"With Encrypfile, you can rest assured about who is reading your documents, including sensitive information such as your client's Social Security Number."

Protecting your client's confidential information is a top priority. You need to ensure that your client's personal information and sensitive documents are secure, and only accessible to authorized individuals.

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Logo Encrypfile

Revolutionize your firm's document management with Encrypfile's automatic capture module - secure, efficient, and hassle-free.

Encrypfile is a secure and user-friendly platform for CPAs and tax experts to share sensitive financial documents with their clients. With Encrypfile, file sharing and management become easy due to the platform's intuitive interface and granular permission controls.

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Encrypfile's Automatic Document Capture Module

Are you tired of manually capturing and securely storing your clients' sensitive documents?
Encrypfile's Automatic Document Capture Module can help! Our module connects to your email and automatically scans for attachments from your clients. If an attachment is found, the system identifies the sender and checks if they're already registered in our secure storage module. If not, a new record is created.
The document is then placed in a temporary folder, where you can review it and decide if you want to permanently store it. Once confirmed, the document is encrypted and securely stored in our system.
By automating this process, you can save time and ensure your clients' documents are always captured and stored securely. Plus, with our easy-to-use interface, you can manage all your client documents in one place.
Don't risk the security of your clients' sensitive information. Subscribe to Encrypfile's Automatic Document Capture Module today and streamline your document management process!

Overall, Encrypfile is a must-have tool for CPAs and tax experts who want to stay ahead of the curve in terms of data security and workflow optimization. With Encrypfile, CPAs and tax experts can be confident that their clients' financial information is not only secure but also easily accessible.


Why choose Encrypfile?

Encrypfile is an excellent choice for anyone looking for a secure and reliable file encryption service. With high levels of security, ease of use, and affordable pricing, Encrypfile is a recommended option for protecting your sensitive files.

Advanced Security Features

Encrypfile protects your clients' sensitive financial data from cyber threats with end-to-end encryption, multi-factor authentication, and other advanced security features. Encrypfile ensures that all data is secure and compliant, maintaining a strong reputation for security and trust.

Compliance with Regulations

Encrypfile is in line with various regulatory requirements and industry standards, such as GDPR, CCPA, HIPAA, and SOC 2. By using Encrypfile, you can ensure that your business operations meet these standards and regulations, giving you and your clients peace of mind that their financial data is being handled securely and in compliance with regulations.

Improved Collaboration

Encrypfile allows for seamless collaboration between team members and clients, with secure file-sharing and real-time communication features. By using Encrypfile, you can streamline your workflow and improve productivity, while keeping your sensitive financial data secure.

User Access Controls

Encrypfile lets you set permissions for users or groups, limiting access to specific files, folders, or features based on their roles or responsibilities. This reduces the risk of unauthorized access or data breaches by ensuring that confidential information is only accessible to those who need it.

Reduced Risks

Encrypfile's advanced security features like encryption, multi-factor authentication, and user access controls minimize risks associated with handling sensitive financial data. Encrypfile helps protect your clients' data from unauthorized access, ensuring a secure and compliant business operation.

Increased Efficiency

Encrypfile's user-friendly interface and intuitive features make it easy to share and collaborate on documents with clients and colleagues. Encrypfile's automatic file versioning, comments, and notifications help streamline the workflow, saving valuable time and resources.