Secure File Exchange
| Business Services & Solutions - Online Secure Client Portal |
Worse than that email messages are often sent in plain text. So they're very easy to read by prying eyes.
With increasing compliance regulations and concerns about protecting information privacy, it is becoming critically important to exchange information, data, and file/documents via secure methods.
However, it remains common practice today of many companies to send confidential or sensitive information across mediums that are insecure - namely email and FTP - technologies that were not built to address security or robust reporting requirements.
Please see how inherent security weaknesses in Email and FTP are resolved with Secure File Exchange.
With the Vault's Secure File Exchange System our client's documents cannot get lost or bounced on someone's PC or network or Internet server, because the file is securely transferred directly to a secure server. No more hops or server intercepts.
Share Large Files
You can exchange any size files with the Secure File Exchange System, because it was designed from the beginning to handle large file exchanges safely and efficiently. You can send and receive large files that are 50 megabytes, 100 megabytes, or even 200 megabytes with ease.
With automatic compression of downloaded files, users can download files up to twice as fast as FTP for over 50 file types, including Word documents, Excel spreadsheets, MS Access database files, PhotoShop files, Adobe Acrobat files, and many more.
The Vault is an electronic file exchange service that enables you to securely send and receive documents/files of any type or size with your clients. The Vault is 100% browser based and easy to use. Users simply specify the file they wish to deliver then click "go". The file is securely delivered, automatically tracked, and once completed a delivery notification is emailed to the recipient.
It's all about using the right tool for the job.
Here's How It Works...
The Secure File Exchange System creates a protected storage location on a secure server for you, your staff, and each of your clients.
You and your client are the only ones who have access to this area.
It's like having a massive, individual, bank safe-deposit box for each of your clients. And just like a bank save-deposit box, only you and your client hold the key.
Whenever your client sends you a document, they simply place it in their safe-deposit box and a private courier service (in the form of an email notification) alerts you to go to their safe-deposit box to pick up the document.
Your clients can send you as many files as they want without getting killed by costly courier charges. And you can send them files without charge.
Not only are you saving money right off the bat by cutting expensive courier costs, you're also saving tremendous amounts of time and anxiety.
With our 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.
And another benefit is that...
For a minimal fee our clients can store their previous years' tax returns securely online.
Our clients no longer have to waste time searching for their old returns, or spend money getting copies from a copy center. They can quickly access and print their return from anywhere.
Yet another benefit is that...
Beyond saving time, expense, gaining peace of mind, and making extra money, your Secure File Exchange System is super easy to use and manage. Setting up and managing your clients safe-deposit box requires only 2 steps, takes less than a minute, and couldn't be easier.
You will be amazed how easy it is to exchange files. Simply enter your username and password then click on the file to send. That's it.
Unlike protocols like FTP or SSH, the Secure File Exchange System works across all corporate firewalls. There is no software to install and it doesn't use Java Applets or Active X controls, which are often disabled by many users and result in intimidating security messages that confuse clients and make them feel uncomfortable.
To sum it all up...
You will enjoy having the ability to instantly exchange files with our staff. Even if you currently only send 2 files a month, Secure File Exchange can save you $30 to $40 in overnight delivery charges each month or time and money getting to our office(s). In addition, you'll save 12-48 hours every time you use it!
You'll experience no more overnight shipping delays, fewer missed deadlines, no transfer interruptions, and no more worrying about FTP failures and hassles. You get guaranteed, secure, reliable delivery with automated tracking and monitoring - and it's as simple to use as email.
Quick Feature List
Tax Recovery Services' web-based Secure File Exchange System is fully loaded with advanced features that allow you and our firm to:
- 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 work team collaboration with shared online files and folders.
- Login directly from our website.
- Securely control access to files and folders.
- Quickly manage files and users with a proven easy-to-use interface.
- Automatically backup all files daily.
- Provides a secure 128 to 256-bit file transfer encryption.
- Quickly find files and folders with keyword searching.
- Always use the latest software version without having to upgrade.
- It’s FREE* to use (*Part of our FREE eClient portal, fees will apply for storing of files for prior tax years)
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