Document Exchange
2012 Review of Client Portals for Tax & Accounting Firms
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From the January 2012 Issue
Fifteen years ago, email revolutionized the way accounting firms interact with their clients. Online technologies have further changed how we send and receive documents and files to friends, family, business service providers and partners. Unfortunately, many people fell into the false belief that their email and online communications were safe and, as a result, developed bad habits that could potentially lead to exposure of the information.
New laws and...
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- CCH’s David Bergstein Wins Leading Edge Alliance Innovation Award
Press Release • November 14th, 2011
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- Thomson Reuters 31st Annual Users’ Conference to Kick Off November 2
Press Release • November 1st, 2011
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- eFileCabinet Partners with XCM Solutions to Deliver Paperless Workflow
Press Release • October 25th, 2011
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- With New ProSystem fx Document On-Premise, CCH Now Delivers Advanced Functionality, Usability on Both SaaS and On-Premise Platforms
Press Release • August 30th, 2011
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- eFileCabinet Announces Integration with Intuit’s QuickBooks
Press Release • May 19th, 2011
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