Exchange files with your clients easily and securely.

Over the course of a client engagement, there can be hundreds of sensitive documents exchanged. In the digital age, your clients have two demands for all of this data - they need it delivered securely, and they need it now. Additionally, state and federal guidelines dictate that accounting firms must ensure the security and confidentiality of their client's information, or face stiff penalties. There are many methods available for exchanging data online - but do they meet the requirements of a modern accounting practice?

Stop emailing files!

The unfortunate reality is, there’s no such thing as a “secure” email address. When you email a file, regardless of the security you have in place, it will be transmitted through several other email servers en route to its destination. Along the way, its protection against prying eyes is only as strong as the weakest link in that chain. For these reasons, email does not meet the standards for compliance with the Gramm-Leach-Bliley Act.

What about those websites?

You know, the ones your niece uses to send you a picture that’s too big to email? Web-based consumer file transfer applications are a dime a dozen these days. They are inexpensive, and they work pretty well, too. However, because they lack any real file encryption, they are not professional tools for exchanging sensitive client information.

"I guess I have to shell out the big bucks then..."

At this point, you may be thinking you have to bite the bullet (again…) and pay for an expensive solution from your favorite giant tax software provider.

CPA Site Solutions' FileVault...

...saves you time

With the FileVault Secure File Exchange System, you can work right up to a deadline and still deliver the files on time. No need to waste the 12 to 48 hours it takes for couriers to arrive, pick-up, and deliver documents. Copy and paste all of your clients’ email addresses to automatically invite them into the system. No further action is needed to set them up! After they have accepted, simply start dragging and dropping files into their folders.

...saves you money

Competitors in the tax and accounting software industry charge outrageous fees for client portals. CPA Site Solutions’ FileVault comes bundled with the Secure Firm Portal in every subscription plan.

...gives you peace of mind

FileVault’s multi-layered security was designed specifically to comply with the stringent guidelines for client data set forth by the Sarbanes-Oxley and Graham-Leach-Bliley acts. Failure to comply with these guidelines can cost you hefty fines, and worse, could result in a costly security breach. Don’t take chances getting burned! Rest assured your data is protected by the best security available.

See how CPA Site Solutions protects your valuable data…

Take a look at the features you get:

Securely send files that are too large for email.
Maintain detailed audit trails for every file exchanged.
Comply with regulations. Learn more...
Confirm file delivery and receipts with email notifications.
Provide unlimited user accounts for clients, staff members, and partners.
Save money by reducing reliance on traditional delivery methods. Learn more...
Simplify internal team collaboration with shared online files and folders. Learn more...
Log in directly from any page on your website.
Securely control access to files and folders. Learn more...