Email Module – Trumpet

Encrypted Email Software

Email Module

makes it simple to send performance reports, client statements, invoices and other documents in batch as encrypted email attachments. This makes it easy to share documents with clients in a secure and automated way without requiring additional software.

Securely email client reports and documents in bulk.

Securely email financial reports and documents in batch

Great for invoicing and reporting

Email Module streamlines the process of sending similar documents to a group of clients or recipients. As part of the initial setup, Trumpet will work with you to match your client email address and secure password to the correct client folder in your document management system. From there, simply add the files you wish to email in the Email Module workspace, and click “Send Files.”

Intrigued? Let’s talk.

Learn more about how we can help your firm be more efficient and secure when sharing documents with clients.