Why Do CPAs And Accountants Need A Client Portal?
A client portal is an electronic gateway to a gathering of digital files, services, and information, reachable over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients. It is a super simple way to organize all of the data to be delivered to your clients. As The work of Certified Public Accountants and Accountants is very professional so as a CPA or an Accountant you must know what a hassle it is to share all your files and documents with clients, no matter how managed you are, it becomes very difficult to securely store and then find every file and piece of data from time to time from different places. The client portal helps them to keep everything they need just a click away in the safest way. There are a few main features of a successful client portal: It Is Easy To Use: The majority of CPAs and accountants prioritize ease of use of portals as their top concern. Because if a client portal is complic