Creating a More Efficient and Secure Practice Through Client Portals

Since sending clients their tax returns via email is no longer an option, accountants are searching for alternatives to email communicating and collaborating with clients. Client portals offer a secure alternative with added benefits. Many firms are experiencing significant time savings and increased office efficiency through the use of client portals.  Not only does this help practitioners comply with federal and state regulations requiring encryption of sensitive information (like social … [Read more...]