A year ago we released The Vault, our full Client and Workgroup Colloboration tool and Secure File Exchange System. Since then we’ve continued to improve and update the tool and have kept it on the cutting edge of security and usability.

With our most recent Portal security updates and new FileVault application, we’ve begun the process of phasing out the older file exchange applications, so that we can be sure you’re always providing the most advanced, secure and fully-functioned tools to your clients.

You should already have the Firm and Client Portal built into your site. Check for a login button at the top or bottom of your site. It’s simply a matter of providing a new login and password to your clients, and we’ve added a tool to allow you to easily add a batch of client users.

To add a batch of users, simply log into your Portal as and administrative user and click the Firm Administration link on the upper right. Once there, you’ll find an “Add Batch Of Client Users” tab, which allows you to simply copy and paste a list of email addresses to create new accounts for each user.

Client files still stored on the previous versions of the Secure File Transfer will need to be moved over to the Secure File Exchange. While you’ll have to download each client file manually, the new FileVault application is ideal for moving the downloaded files into the new Secure File Exchange.

To make this transition as easy as possible, we’ve just added a new feature to our Vault help to walk you through the Secure File Transfer transition.

Once that transition is complete, your client users will have access to all the new features, tools and security provided by the Portal and Document Vault system.

You can rest assured knowing that your clients files are safe and secure on our servers because your Vault and Client Portal data is encrypted 100% of the time.

While many Client Portal vendors use encryption to secure data in transit, CPASiteSolutions is the only provider to implement encryption where it resides most of the time, on the server hard drives and other storage media.

If this were easy to do, everyone would be doing it. Storing data in an encrypted format requires a lot of programming from extremely high level security experts. All the encryption and de-cryption places a heavy load on the server’s processors so significantly fewer accounts can be placed on each server.

It’s expensive, but worth it when you consider that encryption is considered the most effective method of securing personal and corporate information according to corporate and government security regulators. In fact, many data protection laws specifically list encryption as a “safe harbor” exception to notification rules, and some laws explicitly require the use of encryption.

Keeping You In Compliance

All CPAs and accountants must comply with the privacy laws governing the safe storage of personal and corporate financial information. A single violation of the Gramm-Leach-Bliley Act caries a fine up to $100,000. So your firm is in jepordy if it isn’t protected.

This new 100% file encryption gives you an extremely high level of protection and virtually eliminates the legal liability associated with data breaches. In fact, your Client Portal has very detailed Audit Trails that help prove that information hasn’t been leaked.

At CPASiteSolutions, we go overboard on security. Other Client Portal vendors provide 5 or 6 layers of security. We don’t stop there. We provide a full 14 layers of security to give you the most protection available.

You don’t need to do anything to get this new level of protection as long as you are using our “Vault” Secure File Exchange system.

If you’re using one of our older Secure File Exchange systems we strongly encourage you to upgrade now. There is no additional cost to upgrade. Yes, the upgrade is completely Free. So please call or email us and we’ll get you setup on our extremely secure “Vault” File Exchange System.