Why email and text are a risk for your office
Tax documents contain Social Security numbers, income details and bank information. When they arrive as email attachments or photos in a text thread, they end up scattered across phones, inboxes and downloads folders. A secure client portal keeps that information in one protected place and gives you a clear record of what each client has sent.
What your clients can do in the portal
Clients can securely complete intake forms, upload tax documents, view your requests, sign documents electronically, receive invoices and communicate with your office. It works in a browser on their phone, tablet or computer, so there is nothing for them to download.
Your brand, front and center
The portal carries your business name, logo, colors, branded emails and a customized login experience. Your clients see your business, which makes your office look as professional as it is.
