Good morning @batvali:
This is a great question! Especially in this world of data breaches and mishandling of documents between client and vendor.
For my business, I use a program called ShareFile. It’s a secure program that allows me to share documents with my clients. The documents are shared through a secure portal and are encrypted on the way up and on the way down.
This is super important to note because some of the other programs out there (think Box, dropbox and even Google docs free version) do not have that feature.
When transferring credit card information, it is important that it’s done securely. It was explained to me that it’s in the process of downloading and uploading that Data can be stolen or compromised.
I hope that helps. If you need to ask more questions feel free. Have a wonderful day!
Lynda