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Collect data using a basic drag and drop interface, that syncs with the impair storage you make use of for holding files. You also can set up computerized reminder and thank you electronic mails, letting your clients find out you’ve received their data without the need to contact you yourself.
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Protect hypersensitive files with a secure record drop off that encrypts, security password protects and saves your files automatically. This kind of secure, cloud-based solution is good for loan officers, CPAs and also other professionals exactly who frequently need to receive and share extremely sensitive client documents.
