• Send tax documents to your TaxPro
  • Send receipts to your TaxPro for maximum deductions
  • Help your TaxPro To Manage Documents
  • Help your TaxPro To Manage Receipts

Benefits & Features

Business Benefits

  • Exchange documents with clients (employees) and yourself with ease and peace of mind
    1. Sending documents via email can get dis-organized and overwhelming
    2. Email is not secure
  • Reduce costs by making manuals, employee handbooks, and technical documentation available online for your team and clients
  • Improve customer service by giving your clients (employees) direct access to information and enabling them to resolve their own queries
  • Send large files up to 1 GB
  • Bank-grade level security to meet stricter security requirements for highly sensitive documentation
    1. Your connection to EasyDocVault is secure and encrypted using SSL (Secure Sockets Layer)
    2. Your documents are also stored and encrypted at rest using AES-256 bit (Advanced Encryption Standard using 256 bit key) encryption

Features

  • Clients (employees) can upload documents
    1. Upload single page documents directly from phone camera
  • Manage client (employees) accounts
    1. Freeze => no new client upload
    2. Inactive => no client access
  • Ability to auto share documents with all clients (employees)
    1. Marketing materials, common forms, employee handbook
  • Document conversations among shared people
  • Find documents easily by searching words in conversations

Info Graphic