Solutions for Accountants and CPAs
As an Accountant or CPA, you know how important it is to protect the personally identifiable information that your clients trust you to keep safe - confidentiality and security is the foundation of your relationships with your clients. You also know how expensive it can get to store all of the tax returns, general ledger files and other documents that your clients trust you to archive in a manner that is secure, and yet allows for easy accessibility when the need arises.
FileGuardian provides a solution that meets all of your secure data exchange and archive needs. You can guarantee your clients the security that they demand, and still provide instant access to every single file that you've sent or received with FileGuardian. Whether your firm is large or small, Shugo's FileGuardian solution will fit your needs and your budget.
Keep reading to see how our Accounting and CPA firm clients are using FileGuardian to enhance their relationships with their clients and build the trust that is key to any firm's success...
FileGuardian for Accounting
"We were able to create a branded online portal to securely store and send tax returns using FileGuardian. Not only did we protect our client's personally identifiable information but we also saved a significant amount of money by eliminating postage costs and reducing toner/ink usage."
Jim, CPA & Financial Advisor