Portals

Technology

Money-Saving Web Portals = Secure and Efficient Document Exchange

If your clients are unfamiliar with web portals, you can explain how web portals save everyone time and make the exchange of files easier. For end clients, using a web portal means they never need to be concerned about an e-mail server being bogged down or rejecting the exchange of large QuickBooks files.
Technology

Thomson Reuters NetClient CS Users Share Client Portal Experiences

There used to be a time when financial professionals at tax and accounting firms spent hours of their time in back offices copying returns in triplicate or communicating with their clients through daylong games of phone tag or trips to the post office.
Practice

Unlimited access: Client portals revolutionize business practices

Accountants will tell you that client portal technology is no longer an accessory for accounting firms – it is a necessity for firms that want to do business in the ever-expanding world of wired commerce.

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