It's Easy to Get Started! 1 Sign up for your account Sign up for a free month trial. 2 Invite your clients to create a linking account for their company Give your clients your RP Code (click the Account tab to obtain your code). When a client links to your account, your User-level access is added to the client's account at not additional charge. Your clients pay directly for their accounts, alleviating financial commitments for you. 3 You and your clients can immediately begin sharing documents in an accessible, secure, auditable, online environment.

Securing Your Documents

Documents are encrypted on secure servers. We've implemented technology safeguards for access control, audit control, transmission security, integrity of data and authentication. Files stored in the site are immediately backed up with real-time off-site data replication.

Storing Your Documents

File documents quickly and easily by

• Uploading digital files
• Scaning paper documents
• Faxing paper documents

Web-based document storage gives you the flexibility to access your files while maintaining them in a secure environment. Your account has an unlimited amount of space available and the monthly subscription includes 1 GB of storage. When you reach that point, an additional gigabyte automatically becomes available to you and the account is billed for the additional storage.

Filing, Indexing and Archiving Your Documents

Files are easy to retrieve. A few simple index categories can help you quickly locate documents. Index files individually or in batches as you upload them or index them at a later time. Archived files are still accessible and searchable.

Controlling Access to Your Documents

Stringent business regulations require clear audit trails and increased security around sensitive data. FileWorks helps you comply with SOX and HIPAA regulations. Account Owners maintain control over user access rights and assign the functions each user can perform. An audit trail of who accessed documents is linked to each document.

VAExchange adheres to the technology safeguards set forth by HIPAA for access control, audit control, transmission security, integrity of data and authentication.

Distributing Your Documents

You can protect your documents and data from insecure email networks and hackers. When you need to distribute a document to one or many users you can send out an email link instead of attaching the document to email. Your documents remain safely encrypted on the server and you can avoid email bounce backs when the recipient's email account is full.

Staying On Top of Your Projects


Use VAExchange's email and text message notifications to be alerted every time something happens with your account, including when any documents arrive (including faxes) and when documents are signed.

Faxing Documents Online

To receive faxes, add a toll-free fax line to your account-no fax machine needed!

• Incoming faxes are filed directly into your account
• Faxes remain private-they don't sit on a fax machine or in your office mailbox
• Faxes won't get lost when clients, colleagues and consultants use barcoded fax cover sheets to fax to specific folders
• When a fax arrives you are instantly notified by email and/or text message.
• Wait no more! Receive faxes in the office, on the road or at home-and you'll never need to unplug your business line to plug in the fax machine.
• Multiple fax lines in the office or at home offices can be eliminated.

Send out faxes with or without a toll free fax line. Just click to create a cover sheet. No waiting by the fax machine-send faxes from your account anywhere you have an Internet connection. No fax machine needed!

Signing or Approving Documents Electronically

Electronic document signing is the technology of the future - and it's here now. In 2000, Congress passed legislation recognizing electronic signatures as legal. Use electronic signatures for contracts and other legal documents or use them to track sign-offs on projects.