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There are many solutions available for the CPA to electronically share confidential information and private data with their clients. With the increased move toward cloud computing and the increased demand from our clients to have information available, anhywhere/anytime, Client Portals are rapidly becomming the solution of choice for those in our industry. Today's portal solutions offer a secure and reliable way to deliver the information your clients want, when they want it. A good portal solution will also help the practioner in complying with federal and state rules and regulations surrounding client information confidentiality and privacy. Jim will discuss some of the client portal solutions available in the marketplace today.
Speaker(s):
Jim
C. Bourke,
CPA, CITP, CFF, CGMA,
Managing Director Advisory Services,
WithumSmith+Brown
Credits
Credits: None available.
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