Is secure Client Portal an Essential Service?
As an esteemed client, you can get to your significant financial reports from anyplace and anytime through a safe, secure client portal. Through our secure portal, it will permit us to cooperate productively by safely trading working records, database programming documents, and examined receipts.
Clients of all sizes are utilizing the web to accelerate efficient communication and maintain their organizations. While email has been a principal of business communication. As accounting experts, we frequently handle data that is sensitive and should be monitored from falling into an inappropriate hand. We may have access to tax identification numbers, proprietary company information, and private financial documents of our clients for secure maintenance.
Security
Secure Client portals are an approach to guard that data, yet open to those approved to access it and shield it from the individuals who don't. Commonly accounting companies utilize proficient level client portal software to remain in consistence with the severe security protocols that apply to CPAs. They don't typically choose customer devices like Dropbox, that are not intended to meet the particular security and work process needs of accounting experts.
Liberty
Regardless of where you are; work, excursion or home, you should have the liberty to access your accounting database, budgetary work papers and your tax forms. My CPA Dashboard’s CPA client Portal is a successful and safe route for clients to transfer and access significant documents at any time, eliminating the need for time-consuming emails and the expense of postage. It also gives clients the capacity to 'self-service'.
Seamless Way
For accountants, utilizing a client portal is a helpful and secure approach to share delicate data. Setting up our client portal software for accountants is fantastically simple. My CPA Dashboard permits our clients to get to their own branded and secure Workspace legitimately from our website, providing a seamless yet safe way to send and get confidential reports.
Our Client Portal gives:
- Quick - Our safe client portal, is the quickest, least demanding, most secure and most financially savvy method of sharing and putting away your significant records. Presently you can share and survey your tax forms, fiscal reports, and other significant archives in a split second, from anyplace with a web association, in a completely secure condition, guaranteeing that lone you approach your records.
- Transfer straightforwardly - You can transfer existing archives separately or in bunch legitimately to Cloud Cabinet.
- Scan and transfer – You can without much of a stretch scan documents in PDF, TIF, or JPG, arrange and transfer them to the Cloud.
- Access - You can access filed reports and structures from your Payroll Relief or Accounting Power applications – You can without much of a stretch access and audit the structures and reports you file from Payroll Relief and Accounting Power.
- File Formats - Supports practically all file formats including PDF, Word (.DOC), Excel (.XLS), PowerPoint (.PPT), content (.TXT), QuickBooks (.QB), ZIP, and all well known picture groups.
- Transfer - Effectively and safely transfer documents paying little heed to estimate.
- Messages - Notice messages are consequently sent to us when you transfer files or records.
