Looking for a safe, secure and inexpensive tool for client file sharing of private, financial information


(Chris Handley) #1

I’m working with a CPA firm and am looking for advice on a safe, secure and inexpensive tool for his clients to share private, financial information. I imagine this would be some type of client login button I would add to RW, but the solution may be an offsite cloud service that is very secure. Let me know if anyone has advice. Thanks.


(Lisa Sandler) #2

I work at a bank and we send/receive secure files through https://www.sharefile.com/


(Chris Handley) #3

Thanks Lisa. Have you ever heard of, Encyro?


(Lisa Sandler) #4

Nope, sorry.


(Jannis from inStacks Software) #5

Private and secure: https://instacks.com/repositorystack/


(Joe Workman) #6

Jannis, I do not mean this in any negative way towards your Repository stack. But do you understand the type of files and data that is getting secured here. I would not personally want to make any such claims for my products. There is a lot of responsibility behind making that sort of security claim. The files stored for a CPA firm could destroy people in the wrong hands.

@Chris123 I would strongly urge you to find a service that specializes in this for accountants. Your client will want to make sure that they are abiding by all data protection regulations for their clients’ documents.


(Jannis from inStacks Software) #7

True. At least I am no-where storing any passwords in clear text like other products doing…

My 2 cent…