With online client portals becoming a more common tool for firms processing tax returns and providing compliance work, these solutions are now being employed for more diverse client needs and services. Portals and collaboration solutions are effective and increasingly adopted tools for storing and sharing client documents, from payroll data to bookkeeping files.
We talked to a cloud-based accounting firm, a bookkeeping and payroll practice and an international firm network about how their organizations are using three different collaboration solutions to serve their clients.
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