Client Portal & Firm Portal
A Client Portal allows you to securely exchange information with your clients over the Internet. It's 10 times more secure than email and there is no limit to the size of files you can transfer.
You don't need to buy a separate Client Portal System for your firm... because this one comes included... and it's fully integrated into your website. This feature alone saves your firm at least $600 a year.
Click on the tool below to find out more information.
- Client Portal
- The Vault - Client/Workgroup Collaboration Tool
- Secure File Exchange System
- Online Document Management System
- Automated Offsite Backup System
- OneClick Windows File Uploader
- CPASiteSolutions' Security Measures
- Firm Portal
- Customizable Online Tax Organizers
- Online Accounting
- Online Payroll
Take a look at what else you get | See our Clients' Sites
