CCH Small Firm Services and eFileCabinet are teaming up on offering PortalSafe, an integrated portal and file sharing service aimed at tax and accounting professionals.
The first product of the two companies’ new partnership is PortalSafe, a Web-based portal that allows accounting and tax professionals and their clients to securely store and transmit important documents. PortalSafe uses technology developed by eFileCabinet and integrates with CCH SFS’s TaxWise and ATX tax software.
“We have strong roots in the tax and accounting industry, and we are always looking for more and better ways to serve that industry” said eFileCabinet president and CEO Matt Peterson in a statement. “CCH Small Firm Services has a rich history serving the small firm segment of the market. Their experience with this segment and their understanding of different ways these tax and accounting firms need to interact with their clients makes them the perfect partner.”
The partnership will focus on delivering tools that improve office productivity.“The rapid evolution of technology is changing the way consumers can interact with tax and accounting professionals,” said CCH SFS president Jason Marx, who recently took over leadership of the unit, which is part of Wolters Kluwer Tax & Accounting. “A product like PortalSafe makes it possible for tax and accounting professionals and their clients to safely and securely leverage that technology to create a client relationship that works for everyone. It makes the tax professional more productive and, by extension, more profitable. It’s a win-win for everyone involved.”
“For the small firm, interaction with the client is key,” said CCH SFS product specialist Kerri Gibson during a presentation Tuesday. “This is just phase one now. The mobile app is available for download now.”
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