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.
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Collaborate with your clients in real time!
PortalsXpress Email Blaster allows you to email your current customers quickly and easily. With a few clicks, you can create
PortalsXpress lets you sync a local folder with a Digital Folder - and helps keep everything secure.
With PortalsXpress Auto-Router you're on your way to saving a ton of time, and enjoying the relief of knowing that your reports will automatically be distributed securely, accurately, and consistently every time!
PortalsXpress can help you manage your Board Packet publishing process, removing the need to use costly couriers or mail to distribute materials to your board of directors.
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