How to store / send client information securely - what works well?

Bells

Hello,

I was hoping for some general feedback on systems that smaller accountancy firms use for storing client information securely, everyday company documents and also sending information to clients securely?

I was looking at Iris OpenSpace but I would like to know what other methods smaller firms use before I commit.

Email encrypted seems to cause headaches with the clients opening them etc - I am not sure if this is just my clients! I am unsure on Dropbox as the server could be based outside of the EA - does anyone else use dropbox?

I am sure there must be some better options out there!

I would really appreciate hearing the options other people / small firms are using and what works well, thank you for your help in advance.

Many Thanks

Krisso

I'm just about to sign up to Smart Vault, apart from the over the top marketing contact I have had since i enquired the system looks good and £15 a month I think is reasonable for someone just starting up there own practice like me

Bells

That sounds interesting, Thank You! I will take a look.