How to Choose the Right Client Portal Solution
Most firms already have. What’s holding the rest back?
By Roman H. Kepczyk
Quantum of Paperless
Many firms have emailed clients copies of tax returns and financial statements over the years. Unfortunately, this is not the most secure method as the firm does not have control of the various Internet service providers and the relay servers between the firm’s email server and the client’s email account.
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When dealing with digital files, the most effective way to transfer them is electronically over the Internet either with email or through a portal.