Adding the Secure File Exchange

Among other things our new update of the Portal allows for a direct login to the Secure File Exchange without going through the portal. This can be a great time saving feature for those who are new or use the Secure File Exchange on a regular basis.

You can now have a client go directly to the Secure File Exchange if that is all they are using or if they want a faster way to get there. Here is a quick breakdown on how to add this feature:

Add a new page titled Secure File Exchange. Adding this page to your accounting firm’s website displays a basic login area. When a client logs in here they are taken to the Secure File Exchange without having to go through the Portal.

Secure File Exchange Direct Login

Direct clients to this new page. Instead of having a client go through the Portal direct them to this login page. This can be done on as a link from one of the main home, contact, or resources page.

Alternatively you can direct clients via any email contact you have with them. By placing the link within the email the client can click on this and be taken to the Secure File Exchange login page.

Log-out redirects back to your accounting firm’s website. If the client is logged in using this method, when they log out they will be taken back to the firm’s website rather than back to the portal. This can help prevent some confusion in terms of having to log-out of both the Secure File Exchange and the Portal to be completely logged out.

This new feature can help with any accounting firm’s clients who just use the Secure File Exchange and nothing else. It can also help with those inside or outside the firm who want a quick way to access the Secure File Exchange. It is just one of the many features we continue to add to any accounting firm’s website hosted by CPA Site Solutions.

Have a comment on using the direct login to Secure File Exchange? Send us a comment we would love to hear from you.

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