Every conversation between you and your clients should be treated as secure, private, and confidential. And by default, meaning it happens automatically so that no one forgets. By bringing these conversations inside your DropVault SafeRoom, all those conversations are protected automatically and forever.

And even better, your clients don’t have to be DropVault users.

The work of a CPA can involve the exchange of numerous and often highly sensitive documents. Whether it’s tax returns, investment and financial planning, banking and transaction information, or sensitive tax discussions and planning, your clients need to be confident that they can share that information with you without worry.

Phishing is still the first step in most cyber attacks, and most of these attacks involve e-mail. With more than 3 billion phishing emails in circulation every single day it’s easy to see why they can be so devastating. DropVault eliminates the threat of phishing attacks, as well as the data breach and ransomware attacks they can trigger.

Fraudsters and scammers understand the financial world almost as much as you do, and the FBI has reported a sharp rise in business email compromise scams targeting both the wealthy and their financial advisors. Moving these discussions into a safe room is your best bet.

Wire transfer fraud is another billion-dollar crime and being made even easier by the rise in AI and especially deep fake technologies. By keeping sensitive transaction conversations within DropVault, you’re keeping them out of the reach of imposters and impersonators.

Any conversation, comments, or documents can be selected for automatic deletion after a certain amount of time or a certain event. For example, this could be after every party to the conversation has acknowledged that they have viewed it and agree with its content, or simply after a set number of days, weeks, or months.

A strong security and privacy posture has always been a great way to build trust and confidence with clients. And even more so when those clients are trusting you with their information, their money, and their secrets.

DropVault will not only allow you to store and archive all conversations and documents forever, but will also help you to keep track of who accesses those documents, how, and when. And by watermarking and time stamping every document, you’ll always know where they are and who has them.

Minimizing your legal exposure in the event of a security incident, privacy failure, or data breach doesn’t require that you prove maximum security. But simply that you went above and beyond the basics, and especially focusing on sensitive conversations and documents. DropVault can give you that protection.

Access to sensitive and confidential documents and discussions is restricted to parties to the discussions or to others who are authorized and invited. That helps minimize the risks of accidental or deliberate privacy violations and also helps meet most privacy and data retention compliance requirements.

Your clients don’t have to install or subscribe to DropVault in order to use it. Just send them an e-mail with a link and they’re in. If you want to enhance security, it’s easy to add a password or PIN requirement.