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Posted

We're considering to go all electronic to distribute Plan Documents, ADP/ACP reports, etc. and collect census data. I'm looking for standalone system suggestions that clients will find easy to use. Sorry if this is not posted in the right forum, but I would imagine that I would get the most responses in this forum. Thanks.

Posted

This is not an endorsement by me as to the encryption and security of the product I"m about to mention. I use LeapFile (was recommended by an author of an article on the subject in Journal of Accountancy). It's very easy to use and the customer service is very good, and it's inexpensive. Again - I am not a techie and I do not know how easy or difficult it is to compromise files encryped and sent with LeapFile. I'm only mentioning this in case you want to investigate it as a possible option for sending secure files.

Posted

We use the same and are very very happy with it as well.

One downside is that is very easy to forget to hit the Send Secure button. But it is possible to program outlook to warn you that the email has an attachment and are you sure you don't want to use leapfile? That's what I did. Kind of annoying that every time you send an attachment you get the message, but it beats sendign out a file with socials and DOB's unencryted without even a password by accident.

Also note that Adobe pdf's can be encrypted at 128 bit which might be all the security you need.

Austin Powers, CPA, QPA, ERPA

Posted

At least one of our clients uses a Cisco system. From my persective, it's simple and effective.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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