With utilization of technology so prevalent in the business world, changes in the way CPA firms deliver a client's tax return has been a struggle. While the most prevalent delivery method is paper, many are starting to replace or supplement that method with delivery in some digital form. Federal and state laws continue to get stricter about maintaining the security of clients’ Social Security numbers. Client portals - secure online storage areas—offer an alternative to e-ma...il for communicating and collaborating with clients. In fact, these client portals are much more secure than email, and have an security encryption much like that of banks who use online banking. Here’s how portals typically work: The accountant uploads the tax return—or any other information the client may want—to a secure Web site, where each client has a personal password and can log on to retrieve information. When the accountant adds a new document, the client receives an e-mail with instructions on how to log on and view it. There are other benefits to using the client portal as well.
1) Alleviates challenges for clients that live out of the immediate area and have difficulty physically coming into the office.
2) Provides an effective, efficient and more secure means of transmitting and storage of important documents
3) Provides clients with electronic copy of the tax return they can access at any time
4) Reduces impact on the environment.
I am curious how many of you already receive your tax return via portal? Would you consider this?
1) Alleviates challenges for clients that live out of the immediate area and have difficulty physically coming into the office.
2) Provides an effective, efficient and more secure means of transmitting and storage of important documents
3) Provides clients with electronic copy of the tax return they can access at any time
4) Reduces impact on the environment.
I am curious how many of you already receive your tax return via portal? Would you consider this?
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