Choosing a Client Portal for Your Accounting Firm

Do your clients send earnings statements and tax documents by regular mail, or as email attachments? These methods are not secure.

Get the new white paper checklist to help you evaluate and select a portal for your firm.

The guide offers a clear explanation of client portals, plus a checklist of 12 factors to consider when selecting a client portal, such as:

  • Ease of use features
  • PBC lists
  • eSignature integration
  • Secure file storage and sharing
  • Building your firm brand
  • And more!


Get the guide today, and take your firm into the future of communication and collaboration.

Portal Paper