Client portals

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.