News & Resources
Securely Sharing Client Documents: It’s Time to Consider a Portal
How 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 an audit, how are PBC (prepared by client) supporting documents delivered? This article describes the weaknesses of traditional document sharing methods, and explains why firms should consider implementing a portal site.
Author: Don Emery, CPA, CA