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    secure upload of files to accountant

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    • M
      Mike Davis
      last edited by

      I don't think the accountant can tell all his clients to change platforms.

      S C 2 Replies Last reply Reply Quote 0
      • S
        scottalanmiller @Mike Davis
        last edited by

        @Mike-Davis said in secure upload of files to accountant:

        I don't think the accountant can tell all his clients to change platforms.

        It would be to their benefit.

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        • C
          coliver @Minion Queen
          last edited by

          @Minion-Queen said in secure upload of files to accountant:

          Or Xero

          Haven't heard of this one before. I'll keep it in mind.

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            coliver @Mike Davis
            last edited by

            @Mike-Davis said in secure upload of files to accountant:

            I don't think the accountant can tell all his clients to change platforms.

            Why? No more extremely pricey, outdated, inconvenient software to use seems like a win-win to me.

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            • S
              scottalanmiller @coliver
              last edited by

              @coliver said in secure upload of files to accountant:

              @Mike-Davis said in secure upload of files to accountant:

              I don't think the accountant can tell all his clients to change platforms.

              Why? No more extremely pricey, outdated, inconvenient software to use seems like a win-win to me.

              Would turn the accountant into a valuable consultant rather than just benefiting from their clients' bad choices 🙂

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              • M
                Mike Davis
                last edited by

                Can't email because the files are too large for some of the clients to email.

                Can't force clients to change platforms because most of the 60 year olds that pay an accountant to do their taxes would go to a different accountant before changing the way they do things....

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                • M
                  Minion Queen Banned @coliver
                  last edited by

                  @coliver said in secure upload of files to accountant:

                  @Minion-Queen said in secure upload of files to accountant:

                  Or Xero

                  Haven't heard of this one before. I'll keep it in mind.

                  We have been using it now for almost a year. Really happy with it. It isn't free but more robust than WAVE (as we had outgrown it).

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                  • M
                    Mike Davis
                    last edited by

                    I've been using Wave, but if someone asked me how it integrates with their credit card machine or software like Donorperfect I don't know where I would start.

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                    • M
                      Minion Queen Banned
                      last edited by

                      Chances are Wave will not work with specialized software. However Xero very well may. But again older clients older CPA. So stick with what they know.

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                      • C
                        coliver
                        last edited by

                        Have you looked at Dropbox? I'm fairly certain they have the function to do anonymous uploads.

                        Does the accountant have the ability to access Sharepoint sites? You could probably build a quick form to allow file uploads.

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                        • S
                          scottalanmiller
                          last edited by

                          Does the accountant want a service or a product?

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                          • D
                            Danp
                            last edited by

                            Doesn't Nextcloud offer a "drop off" type option?

                            Currently, I run a ZendTo server to securely exchange files with clients.

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                            • M
                              Mike Davis
                              last edited by

                              @coliver said in secure upload of files to accountant:

                              Have you looked at Dropbox? I'm fairly certain they have the function to do anonymous uploads.

                              Yes, dropbox will work. I didn't know if anyone found a way to do the same thing with OneDrive or something better.

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                              • C
                                coliver @Mike Davis
                                last edited by coliver

                                @Mike-Davis said in secure upload of files to accountant:

                                @coliver said in secure upload of files to accountant:

                                Have you looked at Dropbox? I'm fairly certain they have the function to do anonymous uploads.

                                Yes, dropbox will work. I didn't know if anyone found a way to do the same thing with OneDrive or something better.

                                I know there is a file submission form on Sharepoint team sites. That would interact with OneDrive... just not sure how much extra work it would be.

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                                • D
                                  Danp @Danp
                                  last edited by

                                  @Danp said in secure upload of files to accountant:

                                  Doesn't Nextcloud offer a "drop off" type option?

                                  Currently, I run a ZendTo server to securely exchange files with clients.

                                  @Mike-Davis Not sure if you saw my post. According to their website, NextCloud does offer an anonymous file upload option.

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                                  • M
                                    Mike Davis @Danp
                                    last edited by

                                    @Danp said in secure upload of files to accountant:

                                    @Mike-Davis Not sure if you saw my post. According to their website, NextCloud does offer an anonymous file upload option.

                                    How is NextCloud better than dropbox?

                                    JaredBuschJ dafyreD 2 Replies Last reply Reply Quote 0
                                    • JaredBuschJ
                                      JaredBusch @Mike Davis
                                      last edited by

                                      @Mike-Davis said in secure upload of files to accountant:

                                      @Danp said in secure upload of files to accountant:

                                      @Mike-Davis Not sure if you saw my post. According to their website, NextCloud does offer an anonymous file upload option.

                                      How is NextCloud better than dropbox?

                                      Depends on what you want out of the solution. For the basic service the client seems to want, I would likely just go with DropBox. Setting up NextCloud just for this one feature is non-trivial at this point. Time versus effort would be better spent with a simple DropBox account.

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                                      • D
                                        Danp
                                        last edited by

                                        Wouldn't dropbox require him to create and share separate directories for each client?

                                        JaredBuschJ 1 Reply Last reply Reply Quote 0
                                        • dafyreD
                                          dafyre @Mike Davis
                                          last edited by

                                          @Mike-Davis said in secure upload of files to accountant:

                                          @Danp said in secure upload of files to accountant:

                                          @Mike-Davis Not sure if you saw my post. According to their website, NextCloud does offer an anonymous file upload option.

                                          How is NextCloud better than dropbox?

                                          With dropbox, we don't know where the data is, or who has access to it. With NextCloud, it resides on your own server.

                                          That being said, here, I'd agree more with @JaredBusch -- for this type of scenario, unless there are major privacy concerns, just use DropBox.

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                                          • JaredBuschJ
                                            JaredBusch @Danp
                                            last edited by

                                            @Danp said in secure upload of files to accountant:

                                            Wouldn't dropbox require him to create and share separate directories for each client?

                                            I would do the same in NextCloud.

                                            dafyreD 1 Reply Last reply Reply Quote 1
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