Traditional Client Portals and File Sharing systems are outdated technology. They were originally designed for sending large files. With new Breach of Privacy Laws, many firms are also using them to send small files (copies of tax returns). And they are FAILING MISERABLY.

FACT: Portals miss the mark in today’s modern accounting firm. After an extensive research project, studying hundreds of accounting firms that have adopted a client portal or file sharing system, some
SHOCKING truths have been revealed.

FACT: Less than 30% of your clients will adopt your client portal or file share system. Why? Because they don’t access them often enough to remember their passwords or understand how they work.

FACT: Taxpayers are DEMANDING that accounting firms find a way to securely email them their documents. Does your portal also provide for a secure email option? It should!

FACT: Secure document exchange is more than the transfer process. Does your solution automate the file preparation process or allow for electronic signatures on Engagement Letters and Form 8879? It should!

From this session, you will learn, how your firm can save money, improve process, be in compliance and solve the WORKFLOW process of document exchange. You will learn WHY PORTALS DON'T WORK and what other firms have learned using a portal or file share system.