cPaperless Announces the Release of CPA SafeMail Version 2.0

DALLAS – cPaperless, LLC (www.cPaperless.com) announces the release of CPA SafeMail Version 2.0, which is being dubbed the first “email Portal” or “e-Portal.” The application is a sophisticated yet easy to use bi-directional document exchange solution designed to keep accounting firms in compliance with breach of privacy laws. But it’s different because it combines the best of secure email systems and client portal solutions into a single application that runs right inside Outlook. The system allows you to send encrypted email attachments, send and receive large files (like QuickBooks), receive secure documents from your clients and even store documents online.

Why CPA SafeMail:
“Client Portals have been one of the biggest buzz words in the industry lately. Portals provide a variety of features, but secure document exchange with clients is by far the biggest portal requirement. In fact, in a recent CPA Technology Advisor webinar, a polling question asked the attendees how they envision using a client portal. Not surprisingly, secure file exchange was the most important feature for 77.6% of the responses. But client portals have proven to be expensive, difficult to implement, hard to train staff on, take a lot of management time and a vast number of clients simply won’t adopt the systems. And the document exchange features of a portal – the most important features - are usually the most complex and cumbersome to use. This complexity leaves many firms and their clients frustrated, and leaves firms wondering why only 30% of their clients use their Portal,” said Steve Dusablon, CEO, cPaperless LLC. “The reality is that many clients simply want their documents emailed to them. With CPA SafeMail, now you can.”

How It Works:
CPA Safe Mail is comprised of two integrated components. Staff users can perform all their work right from within the Outlook plug-in. They can send large files, or they can automatically password protects and encrypts email attachments sent through their standard email. This powerful plug-in also incorporates many (and much needed) accounting specific PDF features. It will convert Word and Excel files to PDF on-the-fly, and will combine, bookmark and restrict them (like view only) as well. You no longer need to manually convert files to PDF or manually encrypt them, and the system keeps track of your client’s passwords for you. Only the Firm Administrator needs to access the Web Based component (SaaS) of the system to configure and manage their account. The Automated Password Manager (APM) resides on the web and stores and manages all your users and their passwords. Clients can send large files through the client drop box.