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Portals vs. Secure Emails, Which is Right for Your Firm?

Join this live CPE webcast as Darren Root, a proponent of portals, and Steve Dusablon, who favors secure email delivery tools, engage in a lively discussion about which method is the best fit for practices. Their discussion will focus on why portals don’t work for some firms, but do for others.

In this webcast you will learn:

  • Some practices are facing challenges with portals, often because the firm or their clients aren’t fully embracing them.
  • Secure email delivery tools can be a successful alternative for firms when clients push back against using portals.
  • How to use digital and e-signatures to process engagement letters, and how they can be used on Form 8879.