Managing your clients’ confidential documents when conducting high net worth transactions is more than just online document management or content management. It is the lifeblood of your practice. Make sure every one receives and reviews their documents—no excuses. Fax might seem easy, but it provides only the illusion of control while being so darn easy to avoid or misdirect. There are better ways to move confidential documents as quickly and easily as fax but without the associated risk and loss of control.
Private Data File provides control, tracking and security for transaction areas where confidentiality and big dollars are at risk such as commercial/residential real estate, estate planning / trusts, patents, IP and bankruptcies. Private Data File provides practical tools with the functions you need for quick, effective and confidential deals.
Control each deal with Private Data File, a web-based document sharing system that is easier to use than fax or email and infinitely more secure. Private Data File is the best choice for Internet document and records management for your staff, your clients and you.
Now you can monitor and control every document, every file and every deal from anywhere in the world 24x7. When clients need a file, they access it directly from your firm’s website securely with their own login name and password. No more calls and wasted time looking for and resending documents.
Call us at 440-527-0527 or email us to get started with Private Data File today!