If you’ve heard the buzz about the new CCH Axcess Document Share Safe feature, you may be wondering how this option compares to other methods of exchanging files with clients. While portals are a great option for long-term storage and collaboration with clients, many firms have resorted to general-use software like Drop Box or ShareFile, which offer security, but weren’t designed with accounting workflows in mind.
For the most part, we hear that clients love using portals to access their documents on-demand, from anywhere. But occasionally, firms have a need to send a file simply and securely, without creating a portal. There are a few different ways to do this, so we asked Technical Product Manager Damon Russel to explain.
Q: What does the Share Safe feature do?
A: Share Safe is a simple and secure file sharing feature that has been added to CCH Axcess Document. This feature was created to solve the following problems:
- Firms wanted a simple, yet secure way to share one-off files with clients or third parties
- Firms didn’t want to use a portal for all of their file sharing needs l Firms didn’t want to use the 7Zip Email Encryption feature in CCH Axcess Document because their clients had to download and install a third-party application (7Zip) that they were not familiar with
- Clients wanted to send/receive files from the firm without needing to remember login credentials
Share Safe solves all of these problems using an intuitive Microsoft® Outlook® plug-in and companion client website with a firm-configurable URL, which allows firms to easily add incoming files from Share Safe into CCH Axcess Document.