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Collect data using a straightforward drag and drop program, that syncs with the cloud storage you make use of for stocking files. You could also set up automated reminder and thank you electronic mails, letting the clients find out you’ve received their data files without the need to contact you your self.
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Protect very sensitive files with a secure file drop off that encrypts, username and password protects and saves your files automatically. This secure, cloud-based solution is perfect for loan officers, CPAs and also other professionals who also frequently ought to receive and share remarkably sensitive consumer documents.
