In life we often take the little things for granted, however, things we’ve grown accustomed to expect as standard may be far more unique than we originally thought. 

While I was at the Boomer Technology Conference last December, one of our customers gave a presentation to show the different technologies they used to communicate to their clients and why it worked for them.  The overall message: implement technology that is easy to use or your staff won't use it.  He pointed out that their firm used LeapFILE for secure file transfer because LeapFILE allows them to right-click in CCH Engagement to securely send files to their clients through Outlook.  I didn’t think too much of it until I had a conversation with another accounting firm.  He let me know he used CCH for paperless, so I asked him if he used Engagement.  When I told him he could right-click on a file within Engagement and send the file using Outlook via LeapFILE all in one step, he said that’s something he must test out.  His firm signed up about a week later.  I figured I was on to something so I started asking all the firms I talked to if they used CCH, and if so, I let them know about this “neat little trick”.

It wasn’t until the end of December that I learned the real significant of that right clicking.  I just started working with an accounting firm looking for a solution to securely send files over email that wouldn’t break the bank and would be easy for their accountants to adopt.  Of the several products they researched, they narrowed the field down to two viable options under consideration with LeapFILE being the last product for them to evaluate.  During our demonstration, I asked them if they were CCH users and if they used Engagement.  When I received the “yes” answer and explained the right click capability to them, they were in utter disbelief.  Apparently they had tested several services with Outlook Plug-ins before and could not see how LeapFILE could do this while the rest our competitors could not.  I set them up with a trial account as a POC, and through their testing, also determined that LeapFILE allows the same actions to be done in CCH Document as well.

As an old time LeapFILEr once said, “Not all Outlook Plug-ins are created equal.”  Right-click on a file to securely send a file through Outlook.  To think that something that seems so simple and expected turns out to be an absolute treasure.