Telling Customers About PortalSafe

PortalSafe is a secure, cloud-based file-sharing tool that enables you to share documents (such as tax returns) with your customers electronically. With the latest in file encryption software, this is a safe way to conduct an electronic review of return information for those busy customers who don't have time for a face-to-face meeting in your office.

  1. Set up customers as Guest Users in PortalSafe. See Creating Guest Users in PortalSafe.
  2. Once created, each guest user receives an email from PortalSafe giving them:
  • A link to the PortalSafe web site
  • Login credentials to their own PortalSafe drawer for secure documents
  1. Send files to or receive files from customers.
  • Customers can upload files directly from PortalSafe to their drawer (tax records, etc.); or,
  • From ATX, you can upload their return into their drawer; or you can upload other types of files directly in PortalSafe.
  1. Whenever files are loaded into a drawer, the customer receives a notification e- mail.
  2. Files can be easily viewed or downloaded by clicking on the corresponding link. For more information, see Help in PortalSafe.