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SafeSend

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SafeSend

Product Details

Overview
SafeSend™ Is The Only Secure Document Delivery Solution That Offers A Client Portal, File Sharing System And An Automated PDF Encryption Feature In One Application.


Features
Send Secure Documents With Ease
SafeSend™ Is The Only Secure Document Delivery Solution That Offers A Client Portal, File Sharing System And An Automated PDF Encryption Feature In One Application.

SafeSend™ has redefined secure document exchange in the accounting industry. SafeSend™ includes all the core file transfer features of traditional Client Portals and File Share Systems (i.e. large file transfer, client drop box, long term storage, etc.). However, SafeSend™ is the ONLY system that provides a solution to the 70% of taxpayers that want their data sent securely via email. SafeSend™ allows a firm to automatically encrypt email attachments right from within Outlook. With SafeSend™, a firm can now obtain 100% compliance with breach of privacy laws.

Technological Innovation

From the Outlook plug-in, the firm user simply selects the files to be sent, selects the taxpayer, and SafeSend™ does the rest.  Files can be converted to .PDF format on the fly, watermarks and document restrictions can be applied, and most importantly the attachments are encrypted with the taxpayer’s password as stored in the APM.
Highly innovative, patent pending web-based application – Automated Password Manager (APM).

Outlook add-in allows users to securely transmit small files via e-mail as embedded attachments in password-protected PDF files. Large files can be delivered from within Outlook to an included secure portal where the recipient can download over an encrypted channel.

Common document processing steps like converting Microsoft Office files to PDF, embedding watermarks in PDF files, file encryption, and e-mail preparation are handled by an Outlook add-in.

Large files can be prepared in Outlook and then made available to users over a secure portal.

Optional SignatureFlow™ service allows users to receive electronically signed forms like engagement letters and some routine forms.

Districts
This list is compiled annually through our web surveys, internet research, and phone interviews with California school districts.

School Districts in California that use safesend*

Acton-Agua Dulce Unified

* This is a partial list generated through our annual technology systems survey, internet searches, and other methods.

Also, districts constantly change enterprise systems in an never ending quest to find the 'best' of the best. So expect these results to change over time.


If your district currently uses this system but doesn't appear on this list, please let us know by updating your district's info on our annual systems survey:


Videos

Settings in SafeSend - Preventing accidental data leakage and improve security awareness
v5.0 Overview
Introduction to SafeSend - Preventing accidental data leakage and improve security awareness

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