Secured portal recommendation

[ILLMAS]

Hello everyone, I wanted to see what others are using for a secure portal, I am looking for something can be linked to ATX preferred or something that would be user friendly for my clients.

 

thanks 

[Lynn EA USTCP in Louisiana]

As a perk of being a member of NAEA, and NCPE Fellowship, I have access to Verifyle Pro, an encrypted secure document sharing platform.  AFAIK it is very user friendly.

PS - Other organizations may also offer it as a perk of membership.

 

[Margaret CPA in OH]

Based on recommendations last year about Verifyle, I began using it. I pay $9 monthly for Pro.  It is pretty user friendly and this year even more so as now joint return signers can sign one document rather than 2 separate forms.  Seems to work for me and my clients.

[KATHERINE]

On 1/5/2022 at 5:46 PM, Lynn EA USTCP in Louisiana said:

As a perk of being a member of NAEA, and NCPE Fellowship, I have access to Verifyle Pro, an encrypted secure document sharing platform.  AFAIK it is very user friendly.

PS - Other organizations may also offer it as a perk of membership.

 

Hi Lynn, do you still put Password on your PDF is you use verifyle? 

[Lynn EA USTCP in Louisiana]

41 minutes ago, KATHERINE said:

Hi Lynn, do you still put Password on your PDF is you use verifyle? 

I do not.

[BulldogTom]

I use GetNetSet for my website and it includes a secure portal.   Seems to be working ok from a computer.   My clients say it is hard to use from their phone.

Tom
Longview, TX

[Lion EA]

I use CCH's SiteBuilder for my website, which includes FileShare. CCH also offers a more robust portal.

[KATHERINE]

4 hours ago, Lynn EA USTCP in Louisiana said:

I do not.

Thank you, Lynn for sharing your experience!   I just signed up Verifyle and I like it for its user friendly.   Because a lot times, clients dont like we put password on PDF, but to secure the data, I have to.  Now, I found a solution.  Thank you!

[Catherine]

I have a secure portal that comes with my web site, but I also use Verifyle for e-signatures, and that is also a secure way to send information.  I very much like that this year you can set up a document for two signatures; last year it was very clunky since it had to be done manually. 

NAEA gets you free access, yes, but the $9/month subscription is much less money than NAEA membership.  I've let that lapse, as the only benefit I've had from my membership for some years has been last year's Verifyle access.  

[Lion EA]

CCH's eSign

[joanmcq]

I have GetNetSet for my website & use the ShareFile that comes with it too.

[ILLMAS]

Thanks everyone for their recommendation, I decided to go with Verifyle, but I have a question for those that use it, how do I get the date to appear after someone signs a document electronically?   

[Margaret CPA in OH]

When you prepare the document for the client to sign, you highlight the signature line and highlight the date line and can even choose the date format.  It is automatic if you highlight that field.

[ILLMAS]

2 minutes ago, Margaret CPA in OH said:

When you prepare the document for the client to sign, you highlight the signature line and highlight the date line and can even choose the date format.  It is automatic if you highlight that field.

Thank you, I see it now, I am glad I asked.

[Margaret CPA in OH]

I find Verifyle pretty easy to use especially now that there can more easily be two signatures as on a joint return.  It took a while for me to get the Workspace feature with threads, say for each year, and inviting contacts to that Workspace and thread.  Fortunately the support (no calls, just email) is excellent and very willing to explain things more than once and in more than one way and maybe even give a call (ask me how I know!) if truly needed.

[ILLMAS]

8 minutes ago, Margaret CPA in OH said:

I find Verifyle pretty easy to use especially now that there can more easily be two signatures as on a joint return.  It took a while for me to get the Workspace feature with threads, say for each year, and inviting contacts to that Workspace and thread.  Fortunately the support (no calls, just email) is excellent and very willing to explain things more than once and in more than one way and maybe even give a call (ask me how I know!) if truly needed.

That will be my next step to learn, right now I am just using it to send out 941/W2 packages but I will be using for efile.

Thanks