In today's digital age, securing client documents is paramount for maintaining confidentiality and trust. Our platform offers robust document management features that streamline editing, signing, and distribution. By integrating seamlessly with Google Workspace, users can easily import, export, and modify documents directly from their favorite Google apps. This guide will empower you to secure client documents on your Laptop effectively, ensuring a smooth workflow and enhanced privacy.
Start using our platform today to secure your client documents on Laptop effortlessly!
hey this is stephanie im going to explain how to upload a document using secure file pro youll want to use this tool if you have a tax document or other information that is saved to your computer or your phone as a text document a pdf a photo of the document or other type of file so first im going to abt tax service dot com which is right here and ill have a link to that in the notes then im going to click on client portal and thats going to take me to the secure file pro site that uploads directly to abt tax service the next thing im going to do is click upload once im here im going to enter my name so youre going to want to enter your first and last name so that we know who the file belongs to then im going to enter abc tax service im going to enter that email but youre going to enter your email then down here the message im going to say tax document upload then right over here were going to select a file im going to upload my tax document and then once im here im g
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
Learn more