Delivered Secure
Delivered Secure is a hosted secure messaging and file exchange system for banks, credit unions, and businesses

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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Banks & Credit Unions

How CPAs are using Delivered Secure to protect the integrity of their clients' data

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