ImagineShare

ImagineShare, developed by ImagineTime Inc., is a secure file sharing and electronic signature solution specifically designed for accounting and finance firms of various sizes. According to the vendor, this platform caters to professionals in accounting, finance, tax preparation, bookkeeping, and financial consulting services. By providing a secure and efficient way to share files and obtain electronic signatures, ImagineShare aims to streamline workflow processes and ensure compliance with data security laws.

Key Features

Secure File Sharing: According to the vendor, ImagineShare offers a secure file sharing solution for accounting and finance firms. It enables users to securely send and receive files containing sensitive information, with data encryption during transfer to provide an extra layer of protection.

Client Portal Customization: ImagineShare allows firms to customize the platform with their own branding, including their name, colors, and logo. This feature ensures that clients interact with the firm's custom branding rather than the vendor's branding.

Catering to Different Client Types: The vendor claims that ImagineShare is designed to accommodate clients with varying levels of technological proficiency. It provides a blended approach to client file sharing, aiming to cater to both tech-savvy and non-tech-savvy individuals.

Compliance with Data Security Laws: According to the vendor, ImagineShare emphasizes the importance of complying with data security laws and helps firms meet their legal and ethical obligations by providing a secure file sharing solution.

Streamlined Workflow: The vendor claims that ImagineShare is designed to streamline workflow processes for accounting and finance firms. It allows clients to receive and send secure files without requiring firms to change their existing workflow methods.

Electronic Signature: ImagineShare includes an e-signature module that enables firms to request client signatures electronically. According to the vendor, this feature allows users to capture legally binding signatures and securely store completed documents, eliminating the need for clients to print, sign, and scan documents.

Simple and Fast Document Signing: According to the vendor, ImagineShare simplifies the process of getting client documents signed. Users can upload documents and instantly deliver them to clients for signature, eliminating the need for physical meetings, mailing documents, or access to printing, scanning, or faxing facilities.

Legally Binding Signatures: ImagineShare ensures that electronically signed documents are legally binding. The platform provides a digital audit trail with unique identifying information to validate signer identity and prevent tampering, according to the vendor.

Secure PDF Sharing: ImagineShare provides a secure platform for sharing PDF documents. Users can send PDFs through a secure client portal or encrypted email platform, ensuring the protection of confidential and sensitive information during transfer, according to the vendor.