SFA Posted November 3, 2015 Report Share Posted November 3, 2015 I'm sorry if this has been asked and answered recently, but we are reviewing our procedures for sending large and/or sensitive files to our clients. Currently we are using the ATX add-on feature: PortalSafe, but we have had clients who have difficulty accessing their materials. A representative recently contacted me from Citrix ShareFile, but their monthly cost is a lot more than PortalSafe.Any suggestions please? Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted November 3, 2015 Report Share Posted November 3, 2015 It doesn't matter what solution you choose, some clients will have a hard time with it. We don't use a portal. We password protect PDFs and email them to clients. My favorite response is, "I can open the file but there's no place to put the password." You just can't help some people. 2 Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted November 3, 2015 Report Share Posted November 3, 2015 What version of acrobat or adobe do we need to password protect these file being sent out by PDF? I guess I am dumb as a box of rocks. Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 3, 2015 Report Share Posted November 3, 2015 Just about any recent-ish version of Acrobat will password-protect files. I buy not-the-most-recent new, never used, licensable versions from ebay (which is usually good for 2 or 3 computers; perfect for a small office). Since it is not the "latest and greatest" it's usually less than half the cost of a new version. Since I don't need any of the fancy high-end features, there is no sense in paying for today's latest. But I do want a valid license. Citrix File Share *is* more than a bit pricey, as is their e-signature program. CPaperless has a much less expensive (per-signature only, no monthly fee) e-signature program that I like. They also have an add-on to Acrobat called Tic, Tie, and Calculate that I also very much like and use. File portal: someone will find a problem with ANYTHING you try to use. I have had trouble getting folks to use the "Secure Send" feature on my web site so I put the link in as part of my email signature. More now see it, at least... pdf995 also has a suite of products that either run in a sponsored mode free (ads with each use) or to license cost roughly $9.95 each (one of them is $19.95) and those are a good alternative if you don't want to try to find/install Acrobat. 2 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted November 3, 2015 Report Share Posted November 3, 2015 My CCH website includes FileShare which I've convinced some clients to use. Easiest if I send their return/signature pages that way as they receive an email with a link. But, they can initiate use also, such as wanting to upload their tax documents.Am trying out CCH's eSign which sends a link that includes their return as well as the signature pages. Free to license the program; about $3 to sign with authentication of identity; about $1 to sign without authentication; $0 if no signature. More or less, haven't had a chance to try it out yet. 1 Quote Link to comment Share on other sites More sharing options...
SFA Posted November 3, 2015 Author Report Share Posted November 3, 2015 Thank you. I will check out some of these suggestions. I have an employee who is very tech savvy, but sometimes, his tech talk is hard for me to wrap by head around. It helps to know what others in our industry are doing. The challenge is to find the right balance between productivity, profitability and security. 1 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted November 4, 2015 Report Share Posted November 4, 2015 I also use PDF995 suite to add passwords because it's the quickest way to do it that I've found. Signature995 is the program that adds the password.I actually use 4 different pdf programs to accomplish different tasks because I can't find one program that efficiently does all the PDF tasks I need to do. Quote Link to comment Share on other sites More sharing options...
Randall Posted November 4, 2015 Report Share Posted November 4, 2015 I have the lowest ShareFile plan. $192 a year. It doesn't have the e-signature function. I also have Acrobat (v11 I think). Quote Link to comment Share on other sites More sharing options...
ETax847 Posted November 16, 2015 Report Share Posted November 16, 2015 I just got back from a Tax Updates seminar and they explained that password protecting a pdf can be easily cracked. There is software out there that can break a password "protected" pdf within minutes. I would stay away from emailing tax returns if at all possible. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 16, 2015 Report Share Posted November 16, 2015 Hey, lets be reasonable. If we password protect it, it's probably as safe as mailing the client a paper copy is. They can be stolen too. Odds are, unless your client is extremely rich or famous, the chances of their pdf being hacked are not likely. Yes, it's possible, but it involves the hacker first getting access to the pdf file. Not likely for ordinary folk, unless it's an inside job. And WE should not have to feel responsible for that. 9 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted November 17, 2015 Report Share Posted November 17, 2015 Please cite for me one instance of an individual's e-mail being "hacked" and the document attached being stolen. Encryption of e-mail has the same basis in concern as man-made global warming, and Y2K. Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted November 17, 2015 Report Share Posted November 17, 2015 Keep your conspiracy theories out of our tax forum, Jack. 3 Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 17, 2015 Report Share Posted November 17, 2015 12 hours ago, Jack from Ohio said: Please cite for me one instance of an individual's e-mail being "hacked" and the document attached being stolen. Encryption of e-mail has the same basis in concern as man-made global warming, and Y2K. True, but my state (MA) still holds *me* responsible should a data breach be traced to email I sent. Heck, it holds me responsible if it comes from an email sent TO me by a client that I did not (1) delete from my system - including attachments, and (2) email the client back, separately (no "reply") telling THEM to delete the email and attachments from their system. First important step: stay out of looney-tune-central MA. Wish I could follow my own advice on that one... 2 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted November 17, 2015 Report Share Posted November 17, 2015 There is much confusion about "data breach" and "e-mail hacking." Two totally different and unrelated issues. Yet everyone treats them as the same. I continue to use e-mail regularly. My largest problem is clients not checking their e-mail more than once a week. 3 Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 17, 2015 Report Share Posted November 17, 2015 4 hours ago, Jack from Ohio said: There is much confusion about "data breach" and "e-mail hacking." Two totally different and unrelated issues. Yet everyone treats them as the same. I continue to use e-mail regularly. My largest problem is clients not checking their e-mail more than once a week. A central problem with one-size-fits-NONE regulations. Sigh. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted November 17, 2015 Report Share Posted November 17, 2015 Anyone here use Leapfile? It was mentioned in JofA. The price seems reasonable enough and I don't have to monkey with my website. Quote Link to comment Share on other sites More sharing options...
Roberts Posted November 18, 2015 Report Share Posted November 18, 2015 I use a free piece of software called Primopdf. When you want an encrypted PDF just print your file. You change the printer for that particular job to Primopdf and instead of printing - it generates a pdf file. With the FREE software you can choose to encrypt the pdf file with whatever password you want. Very easy. It's a <7 mb program so it doesn't bog down your system. Do NOT download from CNET as they'll get you with malware if you aren't careful at the install. I encrypt any attachment that I send out because it looks more professional and adds perceived value to whatever I'm sending them. I also use FREE software called Advanced Scan to PDF Free to generate pdf files from things I scan. It's also a tiny program, works exceptionally quickly (far faster than anything else I've used) and does a solid job. Only wish is that it would allow custom file names but I can manually rename the pdf files on my own. Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 18, 2015 Report Share Posted November 18, 2015 One of the really nice things Drake has is a built-in pdf printer that allows you to password-protect your files as you print them AND set the password (or use their default algorithm). And you can call the file whatever you wish; again over-writing their default naming convention. But I will make note of the other two that @Roberts mentions. Always good to have options! But I am very surprised about the cnet warning; that has historically been a source of known-good download files, not malware. Quote Link to comment Share on other sites More sharing options...
easytax Posted November 18, 2015 Report Share Posted November 18, 2015 PDFill.com $20.00 program that does so much. Encrypt, rename, fill-in, change to multiple doc's, a lot of things I do not use and do not know but they are there. I really like that I can give a client a password and should they forget or call me to un-lock ????? I can have then send the email PDF back and use my separate password --- instead of having to remember what I told them, theirs was. It is a small thing but when looking back (years, etc.) I only need to have my "main" password and not their individual one (did Imention choice of 40 or 128 encryption). Visit PDFill.com and review yourself : Create, Fill, Edit, Delete and Submit PDF Form FieldsType, Draw, Comment, Sign and Scan PDF Documents PDF Ink or PDF Annotator on Table PCOpen, View, Edit and Save PDF files without Adobe Acrobat Good tax season and a GREAT Thanksgiving and Christmas. 3 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted November 18, 2015 Report Share Posted November 18, 2015 It seems there are many options to encrypt outgoing documents (tax returns). I am looking for the way for clients to return the signed 8879 securely. From what I can tell, that entails using a client portal so the client doesn't have to have a program installed to encrypt on their end. Or am I missing something major (not unlikely!)? Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 19, 2015 Report Share Posted November 19, 2015 Signature Flow by CPAperless costs a couple of bucks per client. NO huge monthly fees; use it when you want. Sends securely, e-signatures are accepted by the IRS, comes back to you automatically once signed. Signature Flow info 2 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted November 19, 2015 Report Share Posted November 19, 2015 Thanks, Catherine, again! I will look at this tomorrow more carefully. Still recovering from second cataract surgery this morning. This could be just what I'm looking for 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted November 19, 2015 Report Share Posted November 19, 2015 Also, CCH's e-Sign. No license fee. Just pay when you use. Can use for verified signatures, such as signing tax returns, or for unverified for a smaller fee. 1 Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 19, 2015 Report Share Posted November 19, 2015 11 hours ago, Margaret CPA in OH said: Thanks, Catherine, again! I will look at this tomorrow more carefully. Still recovering from second cataract surgery this morning. This could be just what I'm looking for Wishing you a quick and full recovery! Most of the folks I have known who have had the surgery wonder, afterward, why they waited so long. Colors are much brighter and everything is in focus once again, they say. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted November 19, 2015 Report Share Posted November 19, 2015 Thanks, Catherine. I have noticed brighter colors in the other eye done in June. Focus? Well, I have worn glasses since age 6 and still have to wear them except, for the first time ever!, to drive. My vision is the opposite of 60+ years of nearsightedness. Still struggling to get used to wearing glasses to read in bed - that is not an improvement, in my opinion 2 Quote Link to comment Share on other sites More sharing options...
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