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 No more extremely pricey, outdated, inconvenient software to use seems like a win-win to me.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

Mike Davis

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....

Minion Queen

@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).

Mike Davis

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.

Minion Queen

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.

coliver

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.

scottalanmiller

Does the accountant want a service or a product?

Danp

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

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

Mike Davis

@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.

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.

Danp

@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.

Mike Davis

@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?

JaredBusch

@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.

Danp

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