Encyro Reviews

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...

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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...

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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.

I like price and how easy was it to use.

Nothing really. I liked it overall. I recommend it.

Thank you for your kind review. Using the latest technologies, an advanced cloud infrastructure, and more modern and efficient operational processes allows us to provide a high quality product at a lower price.

Easy for clients to upload files and files are secure.

New users can't see previously uploaded documents. It's not clear to recipients that they can open documents without creating an account and establishing a pw.

Thank you so much for the review and the feedback regarding the client experience. Some clarifications: Users cannot see previously uploaded documents if they do not have a password (we cannot give access to sensitive files without a password or an expiring email token). If they do have a password, then the uploaded documents are accessible to them in their account.

Encyro is highly rated for its advanced security features, such as encryption, authentication, and threat protection, which protect sensitive information and ensure compliance with privacy regulations. The software is user-friendly, allowing businesses to efficiently manage and securely exchange data with customers and partners, increasing trust and confidence in the organization.

some users have reported occasional technical issues with the software, such as slow loading times or difficulty accessing certain features. However, Encyro's customer support team is responsive and helpful in resolving any issues, ensuring a positive user experience.

The ease of use, the ease of setting up. Access to support whenever needed.

Nothing-This is the best I have used and I have used several that cost 4 times as much as Encrto

Thank you very much for the kind review. We will continue to strive to add more and more useful features.

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...

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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...

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I use Encyro to communicate with tax and bookkeeping clients. It's easy for parties on both ends to use. I don't hesitate sending confidential information in messages and clients feel relieved knowing they can share sensitive information safely.

It was easy to incorporate into my business, but the one thing that I'm not crazy about is how the contacts files are organized and how the messages are viewed. It would be helpful if the interface was more like that of actual email.

Thank you for the review. More flexibility will be coming in the way the files and message are displayed by next year.

no account needed for clients, price, ease of use

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

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.

Very easy to use when interacting with clients. No need to send passwords to clients who forget how to login.

I'd like to have an email I send through Encyro show up in my Sent mail insetad of needing to login to Encyro to find an email I sent.

Thank you for the review and feedback. The encrypted emails are purposely not saved directly to the "sent Items" folder because the email folders (including the Sent Items folder) tend to get synchronized to all your devices where you access email, including your smartphone or home computers. We want to avoid the sensitive information from being stored on those devices. If using the Outlook Addin, you do have the option to see a copy of the sent notification in the "Sent Items" folder and then simply click the Decrypt button to view it (you do need to be logged in for that). There is an option to save the message to a PDF file as well in addin versions v1.29 and newer.

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).

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

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.

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!

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!

Thank you so much for your review and support!

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.

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

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

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.

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

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

Ease of use, price of the software, makes my clients feel confident in my work

Everytime I have to use it, I have to reestablish it in my email. It does not stay on as an icon on my email platform.

Thank you for the review and feedback. The Encyro addin can disappear from Outlook under certain conditions that are controlled by Outlook. We have some suggestions under the Troubleshooting section on our help website to help avoid that (help.encyro.com and search "Outlook troubleshooting"). Also, the recently released newer version (v1.29 and newer) have some changes that make it less likely to be hidden by Outlook.

Secure but Super easy to access. Even recipients without accounts can access without hassle.

I cannot think of anything i dont like about this software as ive been a user for years now

Thank you so much for your review and continued use of Encyro.

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.

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.

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.

This is an affordable and effective way to send and receive secure emails and documents.

It was a little confusing until I got used to the user interface, but then it was fine.

Thank you for the kind review. We will continuing to improve the user interface to make it easier to use. Ease of use is one of our top priorities in deigning the product.

It is a wonderful tool for sending and receiving sensitive information and to have cloud storage of all interaction with clients

I have not learned how to easily find archived information.

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.

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

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

Nice to have a file sharing site that connects seamlessly with my e-mail (Outlook) as that's how most people share files anyway. Clients can easily send me files right from a link in my e-mail signature and I can send files securely straight from Outlook, too - All without a huge cost or setup.

I have had these e-mails get caught in a client's spam filter before. Customer Service gave me quick, simple instructions to pass along to them, though.

Thank you for the review. Spam filters are never perfect and can sometimes catch perfectly legit emails. We continue to keep up with changing email requirements to reduce these issues. Encyro has been an early adopter for DMARC enforcement and VMC, which many large email service providers are in the process of adopting. This will hopefully help to reduce spam misclassification in the future.

I like that i can send and transmit documents securely. For my clients who still prefer simple email it is my go to if clients insist on emailing me documents. I also enjoy that i can send documents for esigning.

I really have no dislikes with the encyro software.

Easy to use. Good price. I really like this software

No many features available. If you can add appointment schedule for example

Thank you for the review and suggestions. We have noted the need for appointment scheduling.

Easy for clients to use. KBA compliant signatures.

I would like to have a way to organize client files.

Thank you for your review and the suggestion. A feature add subfolders to organize client files is being developed right now and is expected to be released by the end of this year (2021).

Simplicity and ease of use...Was up and running in minutes.

Have a separate portal outside of Outlook to download.

Thank you for the review! Hope you had a chance to try out the electronic signature feature too.

it has been really smooth and able to be compatible with my email app.

I would like more information about the other features of the application.

Thank you for your review. Besides sending encrypted email, additional features include e-signatures, Gmail and Outlook integrations, receiving uploads from clients, custom branding, and multi-location backups. Please feel free to contact us for more details. Also, the help website, help.encyro.com, has detailed instructions and how-to videos for most of the key features.