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April/May 2010

Client Portals: Gateway to the Future

You would have to be living under a rock to be unaware of the explosive growth of interest in client portals for accounting and tax practices. A number of forces are driving this interest — increased privacy protection regulations, improved vendor solutions and a better understanding of the value proposition. This article provides an in-depth look at portal technology so you can develop a portal strategy that is compatible with your practice model.

John Higgins