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Encyro

Secure file sharing and electronic signatures software

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Encyro Features

Features Summary

Functionality

4.7

/5

37

Total features

47

3 categories

Encyro features

Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Audit Trail
Authentication
Automatic Backup
Collaboration Tools

Common features of Email Security software

AI/Machine Learning
API
Activity Dashboard
Alerts / Escalation
Anomaly/Malware Detection
Audit Trail
Data Leak Prevention
Domain Check

Price starts from

9.99

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.7

/5

37

Price starts from

9.99

/user

Per month

visit website

Total Features

47

Unique features

  • Policy Management

  • Drag & Drop

  • Security Auditing

  • Real Time Notifications

Functionality

4.7

/5

6.6K

Price starts from

10

/user

Per month

visit website

Total Features

24

Features in Common

16

Unique features

  • Approval Process Control

  • Contract Drafting

  • Customizable Forms

  • Workflow Management

Functionality

4.7

/5

2.2K

Price starts from

9.99

Per month

visit website

Total Features

29

Features in Common

21

Unique features

  • Document Analytics

  • Team Collaboration

  • Audit Management

  • Forms Management

Common Encyro comparisons

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Encyro the excellent solution for this CPA

Reviewed 10 months ago

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

Pros

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...

Cons

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...

Vendor response

Thank you for your detailed review and for your suggestions. The option to retract a previously sent document will become partially available with our "Delete for all" feature but it will only delete the message for the recipient if they have not read it yet. The ability to do more housekeeping on the client's account is something we need to design for (have noted this new requirement). The ability to e-sign an incoming document without a request is also on our list.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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An Awesome Product At An Unbelievable Price With Responsive U.S. Based Customer Support

Reviewed 5 months ago

Awesome!

Pros

I was searching for (a) an e-sign solution (b) that offered ID verification using KBA via SMS (c) that met all IRS e-signature requirements (d) and offered responsive, U.S. based live, non-automated customer support (e) at a reasonable price (f) with a free trial (g) without requiring annual auto-renewal and hijacking my credit card info. Encyro met and exceeded all of these requirements. PLUS...

Cons

To date I've not had problems with their product / service. Encyro may be a less mature product than the DocuSign and the Adobe e-sign products but I've been told by Encyro's tech support team that they are working on implementing some of the extra bells and whistles that Encyro does not offer yet. As a professional tax planner and preparer I find that Encyro offers a solid e-sign product that does...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I often recommend Encyro!

Reviewed 10 months ago

I'm an occupational therapist that contracts to schools and has private clients. I initially started using Encyro for secure messaging with my private clients. The two main reasons I chose them over other HIPAA-compliant messaging services is because they don't require clients to make an account to access their message, and the price. I use it less for private clients now that I have an EMR with secure...

Pros

no account needed for clients, price, ease of use

Cons

I would like to be able to create a folder to store communications from people who are no longer clients.

Vendor response

Thank you for the detailed review and the suggestion to separate out the communications from people who are no longer clients. We are adding a feature to archive messages (in addition to the delete function already available): that will let you clear out the primary view but still retain a copy of the old messages. This feature is expected to be available by early 2022.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great product...could be improved on

Reviewed 10 months ago

Like it a lot. they seem responsive with any issues and do look to improve services over time.

Pros

I like Encyro a lot. has used other and they always have tech issues while Encyro does not. Encyro also seems to improve over time such as adding the e-signature feature this last year. The one area that would need improvement is audit trail which is why I can only use for tax clients and not for financial clients (strictly speaking).

Cons

Audit trail is not something available and would be helpful for security aspects.

Vendor response

Thank you for your kind review and support. Audit trails are available on the Settings page in the Compliance section. Kindly review these instructions to view the available audit trails - https://help.encyro.com/article/104-how-do-i-see-my-account-audit-trails-activity-logs (go to help.encyro.com and search for "audit trails"). Please do let us know if you were looking for some other or additional information in those trails. E-signature audit trails that record e-sign related information are saved along with the signed document. The above settings option is only needed for your account activity audit trails.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Wonderful Tool

Reviewed 10 months ago

The ability to securely transmit tax and financial information with clients has been a tremendous benefit and time saver (especially during the pandemic). Add in the ability for tax clients to e-sign their documents... they don't have to come in person... I LOVE Encyro, I don't think I could do without it now.

Pros

The ability to transfer tax information in a secure environment is priceless; add in the ability to capture IRS approved digital signatures - it's a winner!

Cons

I have used it quite a bit this last tax season and adapted to using it how it is, I have not given much thought to what could be improved, as I was very happy to find it!

Vendor response

Thank you so much for your review and support!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Solution for our Firm

Reviewed 10 months ago
Pros

While sending files is easy and secure, my favorite features are the e-signatures and templates. Now, all ACH authorizations and return signatures route through Encyro as well.

Cons

I would love an integration with our tax software, CCH Axcess/CCH Document

Vendor response

Thank you for the review and feedback. We currently have integrations with Outlook and Gmail. We will investigate the integration possibility for CCH Axcess.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Encryption Service Available!

Reviewed 10 months ago

As a mortgage broker, I am required to obtain sensitive documents from my clients such as tax returns, bank statements, W2's, etc., many of them which contain social security numbers and other personal data. To be able to offer this service to my clients is what I've wanted for years, and one that is especially user friendly as many of my clients are elderly and somewhat technologically challenged.

Pros

That it is very easy for my clients to use, and it add professionalism to my company to be able to offer an encryption service for them to send my sensitive documents.

Cons

Can't think of anything I don't like, I love it!

Vendor response

Thank you for your kind review and continued use of Encyro.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Encyro

Reviewed 10 months ago

Positive. I am at my one year anniversary of using Encyro, when I was considering it's use, I sent many trial secure emails to various customers and clients and asked for their input. They found it pretty simple to use from their end and I've had no complaints during the year.

Pros

The ease of use. Depending on the time of year, I send many, many emails to clients and customers with sensitive, personal information. I also like that they can reply with a secure email.

Cons

I do have some insurance carriers who either will not or can not open my secure emails. In every case there is a workaround in that the carrier has their own secure system that can be used.

Vendor response

Thank you for your kind review and for sharing your clients' experience as well. Some insurance companies have automated systems to extract attachments from emails and those only work if the file is sent as an email-attachment (not a secure method). Glad to hear that they do provide their own secure option in those cases.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Simple For Clients to Use

Reviewed a year ago
Pros

I love how clients are easily able to upload files without having to create an account. How this is secure and I am able to also securely send. Also, how the signature function is built in is great for me being a tax practice.

Cons

Having signature boxes being intelligently added. Every time I upload a new 8879 or engagement letter to be signed I have to manually choose where to put the signatures

Vendor response

Thank you for the review. To avoid having to add "signature boxes" manually on every new 8879, please see the steps to save a template (dynamic file option) - that way you would be able to upload a new 8879 for each request and the signature boxes, reminder settings etc. would appear automatically from the template. Steps to save a template are here (remember to set "Include File" to OFF in Step 7): https://help.encyro.com/article/183-save-templates-for-electronic-signature-requests

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Adds a level of professionalism

Reviewed 3 years ago

As an Accountant, I handle a lot of sensitive data. Encyro ensures that my correspondence is secure and encrypted for my business security.

Pros

I have had many compliments from my clients about Encyro's website. It adds a level of professionalism to my correspondence with my clients.

Cons

Not so much a dislike as a hope, I wish there were an add-on for G-mail like there is for Outlook.

Vendor response

Encyro recently released a Gmail Addon. Instructions to install and use: https://help.encyro.com/article/207-quick-start-guide-encyro-gmail-addon

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great value, save time too.

Reviewed 3 years ago
Pros

I can send secure email just like regular email by clicking on the "secure send" button. Other software that I used forced me to go through many steps, worse yet, it then also forced the recipient to set up the account, etc. which makes it a hassle for busy clients.

Cons

I wish the Encyro would be more generous with the attachment size, or allow the file to be stored on the server to be download by the recipient. Sometimes, I have to send multiple emails because of attachment size limitations.

Vendor response

Kindly note that the file size limit for Encyro secure messages is 5GB per file. Multiple files can be attached This applies when you send from your account login at www.encyro.com. The files are saved at Encyro servers for recipients to download. On the other hand, when you use the Encyro Outlook Addin to send secure directly from Outlook, then the Outlook application imposes limits on the attachment size, that are much lower than 5GB. In this case too, the file is stored on Encyro servers for recipients to download (it is not sent via email servers for security reasons).

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Encyro met all my needs and more

Reviewed 10 months ago

Encyro really helped me with a non-profit project I was overseeing. They took the time to explain the program to me, help me set up, and answered all my questions along the way. After that experience, I moved my entire company over to Encyro and dumped the other 2 programs I was using that gave me less functionality then Encyro along. Love this company!

Pros

I love that I can share sensitive documents, receive signatures from clients while meeting IRS standards, and have clients upload sensitive materials to me, ALL IN ONE PLACE.

Cons

I have not encountered an issue yet that Encyro couldn't fix.

Vendor response

Thank you for your review and the compliments!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ENCYRO is the cost efficient for secure document sharing and collecting KBA signatures

Reviewed 10 months ago

Great so far, except for the cons I mentioned.

Pros

That it is easy to use, customizable saveable templates and KBA compliant signatures

Cons

It would be nice to have sending history organized better, now it is hard to track what was send. So better dashboard like CRM would be nice, when you click on client (not by email) and you can see the history

Vendor response

Thank you for the review and your continued use. Your feedback regarding the document history is very valuable for us. We will continue to improve the documents view and also add more flexibility to organize it in different ways.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Comply with legislation and protect your data

Reviewed 10 months ago

It is a zero knowledge encrypted mail. With full HIPPA compliance

Pros

I really like the zero knowledge encrypt and decrypt. I need the data to be encrypted because I send health data and also receive from patients. No need to install any software. Upload page makes possible for patients to upload.

Cons

The mail archive could be more ui friendly, meaning there should be an i.proved search feature

Vendor response

Thank you for your kind review. The current search feature can search on message content, contact names, and file names. We will continue to improve it.