A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. This will allow your clients to share information with you, the accountant, through a secure online portal branded with your own logo or photo, and streamline the document exchange process between tax practitioner and a client that saves time and saves trees. Using this portal will also allow your client to complete the financial statement on their own, cutting down on 100’s of questions. And don’t forget, everything is done through our secure Amazon Government cloud.
November 26, 2018