Invoicing With Encyro
Do you want to make profits an automatic part of your workflow? Or put your accounts receivables on autopilot? Now you can do just that by collecting payment as part of your normal workflow actions and avoiding an extra invoicing step. The payment is made as part of the transaction and you never have to send a payment reminder.
One Big Beautiful Bill Act Explained - What Accountants and Tax Professionals Need to Know
How can accountants and tax professionals help clients plan to make the most of the new deductions and opportunities offered by the One Big Beautiful Bill Act? Read this clear guide to quickly skim what’s new, understand what it means for taxpayers, and how to prepare your clients before the filing season.
Encyro Update: New Features to Save You Time
Following up on the August 2024 update, we have another update to address feedback received and to add additional functionality. You can now customize the navigation menu, use drag-drop to move items, copy-paste e-sign fields, and take advantage of additional enhancements.
Best Client Portals for Accounting and Finance
Can I use the client portal that came with my website? Or choose one of the old brands? The wrong secure client portal could cost you dearly in client retention, as well as security. We compare 11 client portals and additionally discuss 7 portal alternatives (such as DropBox) for accountants and tax practitioners.
Top 5 Accounting Challenges and How Automation Simplifies Them
Managing accounting for a single business is no small feat—but what about handling multiple clients simultaneously? CPAs face a constant stream of challenges, from balancing cash flow statements to maintaining flawless records, with no room for mistakes. That is where automation tools can add value and save you valuable time. This post discusses some the most common challenges along with the available automation strategies and tools to address those challenges.
Encyro Awards from Software Experts
Encyro was honored with noteworthy awards in the categories of file sharing and e-signatures. You too can benefit from our hard work. Encyro won awards and honors from both FinancesOnline, based on expert evaluations, and from G2, based on user engagement, social media mentions, and other automated data that their system collects.
2023 FTC Safeguards Rule & Data Security
In today's fast-paced digital world, data protection is more important than ever, and the Federal Trade Commission (FTC) has stepped up to the challenge with the Safeguards Rule. Established under the Gramm-Leach-Bliley Act (GLBA), the rule sets the stage for accounting firms to up their game in protecting sensitive consumer information. Fear not, dear professionals! This article will serve as your trusty guide, shedding light on the essentials of the FTC Safeguards Rule and how it impacts your business, all while keeping things engaging and informative.
Encyro Successfully Completes HIPAA Compliance Audit
Encyro Inc is pleased to announce that it has successfully completed an audit of its data security and privacy practices by Compliancy Group, an independent third-party, to verify Encyro's compliance with all federally mandated and necessary regulatory standards outlined in the HIPAA Privacy Rule, HIPAA Security Rule, HIPAA Breach Notification Rule, HIPAA Omnibus Rule, and HITECH.
Best Email Encryption Services for Small Business
(Updated August 20, 2024 to update links.) Can I use any free email encryption service? Make the wrong choice and you could end up with a service where resetting a password causes all your past emails to be unreadable (yes, these exist, and for good reason). Some assume that all your email recipients are on a corporate email server.
Form 8879 IRS-Compliant Electronic Signature
Tax professionals filing electronically need to get IRS form 8879 or form 8878 signed by their clients. However, traditional e-signature services may not support the IRS electronic signature requirements, specifically the knowledge-based authentication (KBA) requirement for electronic signatures performed remotely.
[Video] Easy E-Sign for 8879 (KBA)
Meet IRS KBA requirements (Pub. 1345) for electronic signatures on Form 8879. Make it easy for clients. And cost-effective for you. Encyro's KBA meets IRS Publication 1345 requirements but keeps costs down by taking advantage of the ID check you performed during your own client onboarding.
How Encyro Helps You Comply with HIPAA, GDPR, GLBA, IRS Pub. 4557, PCI-DSS ...
Encyro helps you safeguard customer data to help you meet many privacy and security regulations and guidelines. This article shows you how Encyro helps you meet your compliance requirements for HIPAA, GDPR, GLBA, IRS 4557, PCI-DSS and other standards.
Dynamic File E-Sign Templates
Encyro E-Sign templates let you use a new file each time you send an electronic signature request. Use this feature for e-sign requests where a new file is generated to be signed for each client but the placement of the signature boxes and other items to fill is is the same. So you reuse all the boxes for signatures, text, or other items to fill in, KBA settings, as well as the e-sign request configurations such as reminders, login types, signature types, email subject, and introductory text.
Use Encyro from Gmail
Install the Encyro addon for Gmail and read incoming secure messages or uploads directly from within Gmail. You may also download files and securely reply, reply-all, or forward a secure message. The addon also lets you send secure messages and electronic signature requests from within Gmail.
Data Security for Tax Preparers Overview
Why did IRS release Pub. 4557, titled Safeguarding Taxpayer Data? Because tax preparers are extremely juicy targets for identity thieves. The client information containing social security numbers and all the related personal data is super valuable on the black market. Learn how you can stay protected.
How accountants are getting secure document portals for free!
Santa Cruz, CA accounting firm Chiorini, Hunt, and Jacobs recently had their email hacked. The hacked account contained client W2s, tax returns, social security numbers and other personal information. This loss could have easily been prevented, and for free!
Are You on the Accountants' Wall of Shame?
Recent incidents at small accounting firms have many accountants worried, and for good reason. For no fault of yours, the entire reputation and goodwill you have built up for your accounting practice could suddenly be at grave risk. How does it happen? What can you do to protect yourself?
Security Safeguards Checklist
A customer data breach is the probably the biggest information security risk for any business that stores any personally identifiably data about their customers. Use this easy checklist to figure out where your business has vulnerabilities and how to patch them.
Easy to Receive from Clients Without Asking Them to Sign Up
Watch this 1-minute video to learn how. If your clients send you sensitive documents over email, that puts not only your client's data, but also your business, at risk. So Encyro lets you receive messages or files securely from clients, without requiring your clients to sign up for any new accounts.
How to Receive Securely With Encyro
If someone sends you sensitive files or messages over email, they are putting you at risk. Even if they sent you their own sensitive information, any leak from your email could be considered a data breach from your end. This makes it essential to provide an easy way for others to send you information and files securely.