The CPA Site Solutions client portal is a cloud-based platform that offers accounting firms a single space to manage documents, communications with their clients, applications and administration. Using a dedicated file vault, clients can securely upload and access important tax documents, financial records and other files. User, permission, notification, reminder and other settings can also be managed by firms to boost their internal processes. The portal can streamline regular exchanges and eliminate the need for multiple email correspondence with the client. A secure client portal for accounting firms can benefit collaboration, document management, communication and client experience throughout the year. Read more here: https://www.tumblr.com/cpasitesolutions/827274348466503680/what-can-you-manage-through-the-cpa-site-solutions