Sending tax documents to clients shouldn’t feel like a gamble. These files hold sensitive personal and business data that, if mishandled, could lead to major problems, whether financial or legal. Still, many small business owners and accounting professionals continue to rely on email, thinking it’s fast and easy. While it’s convenient, it’s also one of […]
Tax season can sneak up fast, and staying ahead means understanding what can help reduce your tax bill legally. One area where small business owners can make a real impact is through tax deductions. These deductions lower taxable income, giving businesses a chance to keep more cash where it belongs, inside the business. For 2025,
Accounting isn’t what it used to be. Software has replaced spreadsheets. Reports are generated with a click. And literal paper trails? Mostly gone. Businesses now expect clean, immediate access to financial data. At the same time, the risk that comes with sharing sensitive information has grown. To meet these needs, digital workflows in accounting have
When the Internal Revenue Service decides to take a closer look at your tax return, it’s usually because something stood out. Audits rarely happen at random. For business owners, recognizing what draws that kind of attention is key to avoiding it in the first place. As we head into the 2025 tax season, now is
As 2025 unfolds, CPAs encounter new hurdles that reshape the landscape of accounting. With changing regulations, emerging technologies, and increased security needs, these professionals must adapt swiftly to remain effective. Understanding what lies ahead can empower CPAs to manage these changes and provide the best service to their clients. Among the solutions available, secure file
Navigating the landscape of taxes can be challenging for any business, but understanding the tax brackets for 2025 is crucial for small and medium-sized businesses. This knowledge helps you anticipate what your tax obligations might be based on projected income. Ensuring your business is well-prepared aids in strategic planning, allowing you to allocate resources effectively
When it comes to managing finances, Certified Public Accountants (CPAs) play a significant role. They help individuals and businesses navigate tax laws and ensure IRS compliance. However, staying on top of these regulations can be a challenge. It’s important for CPAs to understand both IRS compliance and the basics of data security, as mistakes in
Getting the most out of your tax refund can feel like a challenge. However, learning how to take advantage of available deductions and credits can make a big difference. By being aware of these opportunities, you can keep more money in your pocket. One key area to focus on is understanding common deductions. These can
Handling sensitive financial documents requires the utmost care. With the increasing threats of data breaches and cyber attacks, ensuring the security of your financial information is more important than ever. Properly sending and storing these documents can save you from costly mistakes and potential legal issues. Choosing secure communication channels Choosing the right communication channels
Filing taxes can be stressful and complicated. One small mistake can set off a red flag for the IRS and get you audited. Understanding what triggers audits can help you avoid these pitfalls and keep your finances in order. Misreporting income: a key audit trigger Misreporting income is one of the most common reasons people
Specifies total amount of data that can be shared per secure links.
Gives you direct access to support through phone or video calls, for immediate assistance.
Offers faster email support, ensuring your queries are prioritized.
Provides assistance and answers your questions via email.
Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.
Extends protection to more complex or specialized document types, ensuring all your data is secure.
Ensures common types of office documents, like Word and Excel files, are protected and managed securely.
The ability to set when your links will expire.
Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.
Number of File Receives
How many file links you can generate to send files.
Lets you safely preview PDF files without the need to download them, adding an extra layer of security.
Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.
Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.
