How to send CONFIDENTIAL information - to bookkeeping clients |
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What program do I use to send confidential information (bank statements, social security numbers, financial information, tax documents) to my bookkeeping clients? When you own a bookkeeping business, you are often responsible for a lot of sensitive information and passwords. This video will tell you exactly how I deal with all of these things.
How I got my first 3 clients (free masterclass): https://finepoints.biz/clients How to get clients (Bookkeeper Marketing Coach class): https://finepoints.biz/marketing Videos mentioned: Protect and secure your business: https://www.youtube.com/watch?v=KJV2MJGL3i4 All about 1099s: https://www.youtube.com/watch?v=om4kUnhPxyg Contracts for bookkeepers: https://www.youtube.com/watch?v=654O4AF2vR8 Gmail (how to send confidentially): https://support.google.com/mail/answer/7674059?hl=en&co=GENIE.Platform%3DDesktop Other things mentioned: Files: Sync (cheapest), Smartvault, Sharefile, Liscio, Dropbox, Google Drive Contracts signed: Hello Sign, DocuSign, Honeybook Passwords: Keeper, LastPass, 1password, Nord My website: https://www.finepoints.biz/ ☑️My favorite bookkeeper training (affiliate links) 💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/ 💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/ 💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/ ☑️Classes taught by me 🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/courses/bookkeeper-business-coach 🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/courses/bookkeeper-marketing-coach ☑️Free stuff ➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1 ➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/clients ➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1 ➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/certification-chart-freebie ➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/decision-tree-chart ➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/ ➡More freebies on my website: https://www.finepoints.biz/resources ➡ Please SUBSCRIBE! https://www.youtube.com/@FinePointsBookkeeping ☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links) For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/MorganAdvanced ☑️Other awesome classes (affiliate links) Booming Bookkeeping: https://www.boomingbookkeeping.com/register?affiliate_id=3902557 Nerd Enterprises: https://www.nerdenterprises.com/a/20210/u7o94LhJ 5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a25de6 ▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/technology-tips-for-bookkeepers ▶ Videos to get started bookkeeping: Learn bookkeeping: https://youtu.be/5W1m-0R6H_k Bookkeeper certification for FREE: https://youtu.be/xKcCrN5Sn-E How to become a bookkeeper (with chart): https://youtu.be/IyZvsc0gavM How to get clients: https://youtu.be/RrrKUYuMSA4 What does a bookkeeper do? https://youtu.be/XVu0Lr_vElY Day in the life playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAP7Ih6lsz-XD6kVT2w5-wCr Bookkeeper Launch video: https://youtu.be/dUrjJy1ersw Client onboarding: https://youtu.be/zEzlaAoEfgQ How much to charge: https://youtu.be/tm-Eo3tke0E Services to offer: https://youtu.be/3BPxGm1SIGk ▶ More videos you'll like: Big, medium & small clients: https://youtu.be/8A877-pVRKA Niches playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAMm3ERdb-gEY-ZLSnRdCxq8 Before you start: https://youtu.be/40d-8IsYqDo Impostor syndrome for bookkeepers: https://youtu.be/Y1HVIYj6Mq8 10 reasons to start bookkeeping: https://youtu.be/2tZOoXoZC_w How to clean up a client's books: https://youtu.be/moRR3fc61XE #bookkeeper #finepoints #bookkeeping |