Portals
2012 Review of Client Portals for Tax & Accounting Firms
- 1
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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- How Self-Service Portals Can Create a Higher Level of Client Service for Accounting Firms
Video • October 26th, 2011
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- The Evolution of Self-Service Portals and What it Means to Accounting Firms
Video • September 27th, 2011
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- Conferences Are Alive & Well: What Tax & Accounting Professionals Could Be Missing Out On
Video • September 27th, 2011
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