For the accountants working as SME, how do you receive documents from your clients?
Hello,
I hope this is not off topic. I work as a contractor and whenever I need to send some documents to my accountant, I will mail him or send a message to whatsapp with the document.
He told me that this process is very chaotic for him and more 'document-intensive' clients where he receives hundred of documents each quarter. So what do you use to receive documents? Is there any cheap software that makes this process a bit more organized?
He told me that classic document-sharing software like dropbox, google drive etc would be way too expensive for him.
Posted Feb 23, 2022, 10:48 AM UTC
14
Don't know how cheap you mean. But accountant ought to use something secure. Like sharefile from citrix. PS. Surely everybody here knows this, but the CPA firms are basically attacked continuously.
Yes it needs to be secure. In this case, the standard is around 15 euros per month per user for a shared folder. You can see how that adds up quickly for a CPA...