Web file sharing software software#
Your tax software told you that their client portal will be a great way to send and receive files with your clients, but it turns out that none of them actually use it! A handful of clients will like using a portal, but the majority of them would rather get their files through email, in person, or in their mailbox. The secret’s out, clients don’t like to use client portals. ImagineShare was created to satisfy every type of client, not just the tech-savvy ones. Some clients will love their client portal account and will use it all the time, but those are rare. If you’re like the majority of accounting and finance firms we talk to, then you’re having difficulty with clients actually adopting the portal. You might already have a client portal that came with your tax software or the company that created your website. We’re at a point in modern technology where security, more specifically data security, is not a “nice to have”, it’s not something that you just do for the good of your clients, it’s a necessity for running a lawful and ethical business. Even if you’ve never been robbed, you still lock your doors at night. If you haven’t been securing information in the past and you’ve never had a data breach, then you’ve simply been lucky so far. Even if they say it’s ok and you get the written permission of your client to send it unsecured, you’re still breaking the law. You have to secure your client’s information when sending to them.
Even if your server is encrypted, once you send emails externally, they are out in the open and vulnerable just like every other email.Īt the end of the day, it’s the law. They know that you don’t have the budget or resources to constantly have an entire IT team monitoring your technological security and infrastructure. Before you think that you’re too small to be targeted, understand that hackers attack weakness, not size.
The amount of data and security breaches, hacked emails, and stolen identities has increased 50% or more, every year, for the past four years. It’s a huge responsibility to handle the data involved with an accounting workflow and accountants face this task on a daily basis. Despite your client’s difficulties, you need to secure their information.
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