{"id":80447,"date":"2021-01-19t19:00:14","date_gmt":"2021-01-20t00:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80447"},"modified":"2021-03-02t20:37:59","modified_gmt":"2021-03-03t01:37:59","slug":"teach-your-clients-to-send-info-digitally","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/","title":{"rendered":"teach your clients to send info digitally"},"content":{"rendered":"
\"//www.g005e.com/store/wp-json/wp/v2/posts/\"<\/a>
concept of sending e-mails from your computer<\/figcaption><\/figure>\n

email is comfortable, but not always secure.
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by roman h. kepczyk<\/i><\/p>\n

one of the most critical steps in transitioning a firm to a paperless environment is capturing information in a digital format at its root source as that information enters the firm.<\/p>\n

at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.<\/p>\n

email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. this method allows the digital file to be easily accessed and saved into the firm\u2019s file storage applications. read more →<\/a><\/p>\n