eFax Blog

More options for financial advisors

Friday, February 15, 2013 by eFax Team

Personal financial advisors can often feel like they're buried in papers. With tax documents, income information and investment portfolios piling up all the time, it can sometimes be difficult to keep track of everything. This is a problem even in ideal situations, but when clients are busy, hard to reach or far away, it can make things especially unwieldy.

In instances like this, it is vital that a financial advisor is able to communicate with his or her clients in their preferred mode. For many, this is by fax. Financial documents are often incredibly sensitive, and ensuring their security is crucial. Because of this, clients and advisors alike often prefer to communicate via fax.

Of course, this can sometimes cause problems. In extremely busy periods such as tax season, a backup at the fax machine can make business difficult. Also, in time-sensitive scenarios, the risk of a malfunction or supply shortage could send shivers down any financial advisor's spine.

By switching to online faxing, though, many of these fears can be eradicated. Internet faxing allows financial advisors to send and receive faxes by email, thus easing the burden from the fax machine as well as providing more options for storing and organizing documents.

Another added advantage is that the service allows financial advisors to communicate on the go. Much of their work is done away from the office - visiting clients' homes, travelling to groups and so forth - which can make communicating by fax difficult - unless they are using internet faxing. A document can be scanned or even photographed with a smartphone and sent securely to a fax machine.

For personal financial advisors hoping to add variety and organization to their communications with clients, switching to online faxing can make the whole process much less taxing.

Offering fax numbers in more than 3,500 cities around the world, eFax is a recognized leader of internet fax services. To find out more about how eFax can streamline your online fax capabilities, visit www.efax.com.

eFax Team - eFax Team

eFax is the world’s #1 online fax service, and we have been for nearly 20 years. More than 11 million customers use eFax every day to send and receive business faxes online, including small businesses around the world and nearly half of the Fortune 500.