What is a Client Portal?
A client portal is a secure, web-based platform that enables clients to access information, exchange documents, and communicate with their service providers.
In accounting contexts, portals allow clients to upload tax documents, review financial reports, approve engagement letters, make payments, and message their accountants securely.
Client portals enhance collaboration, improve document security compared to email, provide 24/7 access to information, and create audit trails for compliance. Modern portals often include features like mobile access, e-signature capabilities, and automated notifications. They improve client satisfaction, reduce administrative tasks, and support paperless operations for accounting firms.
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