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Full length tutorial showing how to use the secure firm portal. This video includes everything shown in the shorter videos, so if you have 28 minutes, watch...
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
The secure firm portal allows you to manage your users and access applications such as File Vault, Site Manager, Email Marketing System, Review Manager and others that may be included with your service with CPA Site Solutions.
CPA Site Solutions offers a Secure Firm Portal for CPAs and accountants. Safeguard tax documents with our secure client portal. Try it free!
SmartVault makes it easy for accountants to collect, manage, prepare, and share all your business and client documents securely online. Scan, attach, and view documents in your preferred tax and accounting apps. Request eSignature for all your documents with built-in DocuSign integration.
Explore MyCase's secure client portal software designed for law firms. Streamline communication, share documents securely, and enhance collaboration.
Videos showing you how to use the new secure firm portal from CPA Site Solutions.
Explore top client portal software for accounting firms, including Secure Firm Portal and SuiteDash, to boost workflows and client satisfaction.
Safely and securely exchange files with clients throughout the year. This powerful secure firm portal is proven, trusted, flexible, and easy-to-use. Learn more now!