How CPAs Use Delivered Secure for Safe Messaging and File Exchange
Certificated Public Accountants are trusted advisors to businesses and individuals, providing not only sound financial advice, but also being entrusted some of the most sensitive information that most people and businsses own. Keeping this sensitive information safe when sending or receiving it is critical to upholding the fiduciary responsibility CPAs have to their clients.
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Sending or receiving QuickBooks files, Peachtree, and other accounting software backups
Delivering digital copies of tax returns or other tax related documents to their clients
Providing an easy method for clients to upload sensitive data to CPAs
Using delivery confirmation to ensure that clients opened messages before important deadlines