SecureDock solutions provide CPAs with a trusted way to transfer files securely, minimizing the reliance on standard email, USB drives or insecure third party sharing programs, which can create security risks, and may not follow the correct industry regulations. Additionally, clients love the simple platform.
SecureDock is dedicated to helping CPAs reduce their risk, and better serve and retain their clients. Our platforms are all branded directly to the CPA firm assisting client prospecting and retention.
With the new exposures you and your clients face, you should be asking yourself the following two questions:
Is the confidential information I transmit back and forth with my clients vulnerable to prying eyes?
Do I currently have a way to securely store, organize, access and distribute the essential documents that are sent to me?
To help CPA Firms better support their clients, SecureDock has developed two platforms:
Protects how mortgage brokers send and receive sensitive files
Client Virtual Safe
Secures the storage of your client’s sensitive files
Branding and differentiation
Bank Level Security
Identity Theft protection
Critical Document Protection
No Software installation required
At SecureDock, protection of your information is paramount.
SecureDock protects all essential personal and private information with:
Financial Institution Level Security
Highest level of encryption – at rest and distribution (AES 256)
Top international hosting facility – only certified data specialists on data floor
External Network Security Vulnerability Assessment report on file for review – completed every 24 months