News & Resources
Securely Sharing Client Documents: Why a Portal is Essential
By Don Emery September 22, 2021How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of assurance work, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents that require client signature? Tax and financial…
Why Accounting and Tax Professionals Use Web Portals
By Don Emery September 15, 2021In today’s remote climate, clients expect information to be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner, accountants and tax professionals have caught on to the value of…