Tax Practice News
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Client portals have come a long way since they were first introduced.
Revolutionary as they were, the first portals were simple tools— clunky and barely more secure than your Hotmail account. Those stone-age portals required a level of technical understanding that few were comfortable with.
Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient.
Client portals can seem complicated and daunting, so we’ve put together a list of our 3 favorite things today’s client portals can do for your business.
View the rest of this article from Brandon Jones and Canopy, here.