Great experience. I can quickly and easily send my clients documents with permanent future access to all documents I have sent them.

The program has a fairly short learning curve. When I finish a tax return, I can quickly upload it to Encyro. When I press send, the client receives an email notifying him/her that a document is available for download. I can included a note the length of my choosing which will be viewable when the client goes into Encyro. I can also includ a note the length of my choosing that will be visible on the notification email. It allows me to set up templates for both of these notes. The software can serve as a simple file transfer mechanism and also as an client account for permanent storage. When the client receives the notification email, he/she has a choice of using it as a file transfer (with no access to other docs that have been sent or will be sent), or setting up an account to allow for future access to all documents that have or will be sent. There is a setting where I can force all clients or the other. I have the setting set to require the client to open the account because I want them to have permanent access to all documents I have sent so I don't have to send them ever again. Customer support is very responsive, and they take into account all of my suggestions for improving the system. I have used them for several years, and several upgrades have been released incorporating many of my suggestions.

They recently launched esignature capability. It is a good feature, but one problem is that there is an esignature button that the client sees when he goes into Encyro. Unless I have created an esignature document for the client to sign, the button is useless. The client does not know that and will sometimes click on it thinking they can initiate an esignature document. I would that feature happen (which I think will), but in the meantime something needs to be done with that buttom so it does not mislead the client. (I have pointed out the problem to support, and I am sure it will be taken care of.) Also, when you send a client a document, it goes into their account and I have no access to their account. If I send a document that needs to be corrected or is in error, I have no access to their account to delete it or do any housekeeping. I have to simply send another document with a note that the previous one is in error, and they can delete it themselves if they so choose. This is not a big problem, but I would like to have access to the client accounts for housekeeping purposes.

It is easy to use, you can add security for signatures and to login.

I like price and how easy was it to use.

Nothing really. I liked it overall. I recommend it.

Easy for clients to upload files and files are secure.

New users can't see previously uploaded documents. It's not clear to recipients that they can open documents without creating an account and establishing a pw.

Your support is great! I am impressed with the timeliness and quality of responses. Thank you.

That my clients do not need a password to send me secure docs

seems complex to explain account set up to clients

I couldn't have a business or run my business without Encryo

The ease of use, the ease of setting up. Access to support whenever needed.

Nothing-This is the best I have used and I have used several that cost 4 times as much as Encrto