QuickSend

Allowing Clients to Send You Files Quickly and Securely

QuickSend Demo

Web 2.0 is all about interaction. While websites used to be like brochures or business cards - static displays of information - they are now highly dynamic.

Clients have come to expect this expanded service from their service professionals' websites. They expect to use your site to interact with you by sending you messages and data.

QuickSend does just this. This feature allows anyone - clients or potential clients - to quickly send you files without having to log in to their account, or even have an account. They can send one or several files, large or small.

It's quick and easy. And because it allows them to send files without logging into an account, it makes your clients happy.

And we all know that happy clients are stable clients who don't stray.

Less Work for You

QuickSend is easier for you, too.

Because it doesn't require an account, there's no back-end work creating a username and password. You also don't need to train your client in how to get up and running.

Totally Secure

We're used to email, but the plain fact is, email is not secure. You simply can't trust that email will transmit your clients' sensitive financial data without corruption.

QuickSend is the ideal alternative. It's just as easy as email, if not easier. And files sent by QuickSend are stored in the Client Portal and protected by the Portal's 14 layers of security. All the files sent are stored in a "dropbox" folder. The file is only accessed by the firm member and is extremely secure.

Increase Profits with QuickSend

When you sign up for a website with CPA Site Solutions, you get this useful feature at no extra cost.

Not only does it not cost you a cent, but it actually increases profits. When clients use QuickSend, you're spared the time it takes to set up their account and train them - leaving you more time for billable work.

And because QuickSend helps you hold on to your current clients, you do less recruiting of new clients - a real cost savings.

If you got this as a standalone service, you would pay $59.95 and up (ShareFile) or $100/month and up (LeapFILE). QuickSend, on the other hand, is absolutely free with your website service.

Get Started Now

Sign up for a website with CPA Site Solutions and get 60 days free. At the end of those 60 days, if you're not absolutely satisfied, cancel your service and pay nothing.

Give your clients the online experience they expect by getting started with one of our websites and QuickSend. Your clients will thank you!