My CPA Dashboard blog
Best CPA Software for Accountants & Tax Professionals
A client portal is a secure web-based gateway that allows CPAs to share, sign, and manage financial statements, tax returns, invoices, and other important documents. Client portals are designed in a way that they simplify the document sharing between CPAs and their clients, portals can offer a variety of features and functions including document storage, e-signature, as well as the ability for clients to easily upload relevant documents directly to the portal, where a CPA can easily access them. In turn, CPAs can share completed tax returns safely and securely with their clients. Then clients can electronically sign the completed documents and return them to their CPA, all through the portal. Secure firm portals also allow firms to share large files or confidential emails and other mail securely, without the need for additional encryption. 8 Fundamental Characteristics of Client Portal
My CPA Dashboard is the best available client portal. They started out with the mission to develop game-changing accounting firm technology. The success of My CPA Dashboard shows the power of technology. They created a dashboard to meet the needs of the Accountants, CPAs, bookkeepers, and tax professionals.
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