Store Tax Documents in the Client Portal

CPA websites with CPA Site Solutions offer an easy way to retain clients when you take one simple step:

Store clients’ tax returns on your website so they can access them anywhere, anytime.

That one action alone spares your clients hours of frustration. You become the hero that saves the day – ensuring a loyalty to your firm that locks in clients.

Online Access to Tax Returns Makes Life Easier

Your client – let’s call him Joe Hernandez – just made an offer on a house. To get a mortgage, the bank requires two years of tax returns.

Joe isn’t well organized. He has no idea where those returns are. After searching for a few days, he finally locates them in a box in the back of his closet. Victory!

Except Joe still needs to photocopy both returns and get them to his bank. Meanwhile, the closing date is coming up fast…

After all this, Joe is annoyed and worn out.

If only Joe understood that his tax returns are available right on your website.

He doesn’t need to file them. He doesn’t need to photocopy them. He never has to search for them again.

The Client Portal Is the Key

It’s easy to store your clients’ tax returns in the Client Portal. Here’s how:

1. In your Site Manager, click on Secure File Exchange. You see four options, one of which is Client Documents.

2. In Client Documents, you find a folder for each client. Upload tax returns here to clients’ respective folders.

3. Clients only need to log in to the Client Portal on your website to access their tax returns.

That’s Not All the Client Portal Can Do…

The Client Portal provides numerous benefits to your clients:

• The Client Portal has 14 layers of security, including encryption on upload and download, and it is backed up daily for full protection.

• All important files – not just tax returns – can be uploaded to your clients’ folders: legal documents, employee data, corporation papers, and financial statements.

• Any size or type of file can be stored in the Client Portal, including large QuickBooks files, Excel spreadsheets, and Word documents.

• When you store these documents on your website, clients have easy access to their critical financial data 24/7/365, at home or on the road.

How Can Clients Walk Away from a Hero?

When you alleviate a source of frustration in your clients’ lives, you’re linked to that relieved feeling in their minds. This breeds a kind of loyalty you can’t put a price on.

Store your clients’ critical data on your website. Play a part in destressing their lives – and lock them in to your firm.

Have you used the Client Portal to store tax documents for your clients? Share your story below.

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