WITAXLADY Posted March 30, 2020 Report Posted March 30, 2020 Dear all who use verifyle, If I send an email to clients thru verifyle, can they send me their paperwork back thru that so it is secure? And how? Thank you, D Quote
Margaret CPA in OH Posted March 30, 2020 Report Posted March 30, 2020 Hi, see my reply to this in the other thread. Yes, they can send all paperwork that way. Even photos. 2 Quote
WITAXLADY Posted April 1, 2020 Author Report Posted April 1, 2020 aahh but I have to be Pro for I don't know $9.99 a month... at least thru NAEA.. D Quote
Margaret CPA in OH Posted April 1, 2020 Report Posted April 1, 2020 7 hours ago, WITAXLADY said: aahh but I have to be Pro for I don't know $9.99 a month... at least thru NAEA.. D It's $9 per month but how many months do you need it? I think it's pretty cheap for a client portal. And less expensive than the membership dues for the organizations that include it. As I am already a member of AICPA and the state society, I really didn't want more dues for more info. Actually, I set up a personal account to test some features and received an email that it is free to go Pro for a while now. Might check it out. 1 Quote
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