Client portals

In this installment of the Frontier, experts lament the lack of attention paid to the client experience amid all this technological progress.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

The Internal Revenue Service has begun offering online Tax Pro Accounts that practitioners can use for submitting an authorization request to an individual client’s own taxes online with the IRS.

High touch vs. high tech? Both have merit, but you can’t be both.

The new Advisory Portal highlights and summarizes key data from financial reports to make it more accessible to clients.

The vast majority would still recommend their preparer, however, according to a new survey.

Two AGL CPA partners developed the tool to assist CPA firms and clients in navigating the Paycheck Protection Program.

Priority ERP integrates AvaTax, Vertex achieves "Built for NetSuite" status, and Doc.It updates portal software.

Sometimes it can feel like now, it’s up to the client to do their part so you can do your job. In many ways, you’re right.

It all starts with the client onboarding process.

WithumSmith+Brown, PC, together with Utah-based accounting automation technology firm Avii, have created a new employee workspace and portal called the Withum Experience Powered by Avii.

Delivering an unforgettable experience is what will separate your firm from the pack.

The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.

Three ways a document management system can support a retention policy.

The app is a smart move in a sector where ease of use and accessibility is king.

Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance

Clients really want to do more business with you. Don’t make it difficult for them.

Four accounting firms share their experiences looking for secure, efficient document exchange