Client Portals

By: PortalsXpress  08/21/2014
Keywords: Document Collaboration, Tax Preparation And Accounting, Document Sharing

PortalsXpress provides the highest level of security for your clients' financial documents, making it easy for you to share information with each of your clients. Each portal is protected with up to 256-bit SSL encryption, the same level of security most banking sites use. Unlike other solutions, you never need to send a password to your client. Our one-time invitation process allows the user to set their own password on the portal. Enable search on your account to help you find documents fast. Search finds even hard to search documents, such as PDF's and scanned documents.

Keywords: Cpa Professionals, Document Collaboration, Document Sharing, Tax Preparation And Accounting

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