The right portal depends on the level of security needed.
By Roman H. Kepczyk
Quantum of Paperless
When dealing with digital files, the most effective way to transfer them is electronically over the Internet, either with email or through a portal. Many firms have emailed clients copies of tax returns and financial statements over the years.
MORE ON TECH SPENDING: Daily Billing Cuts Month-End Load, Creates Audit Trail | Streamlining Audits by Breaking Old Habits | Why Accounts Payable Should Go Digital | How Smart Accounting Firms Use Intranets to Get Smarter | Unified Messaging Boosts Security
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.
TO READ THE FULL ARTICLE
