The "Amazon-ification" of professional services has finally reached the accounting world. In 2026, clients no longer compare your CPA firm to the firm down the street—they compare your responsiveness to their favorite apps. The same client who waits two weeks for you to acknowledge a document upload can track a package across three continents in real time. That disconnect isn't just frustrating. It's eroding trust.
Learn everything professionals need to know about secure client portals, including key features, implementation strategies, industry-specific use cases, and why firms like law and accounting practices are making the switch.
Sharing files is possible through a secure, online portal. Here are the advantages of using a secure file transfer portal regularly.
October Update
Explore the groundbreaking achievement of OpenAI's GPT-4 as it aces the accounting exam. Discover how this..
You should consider implementing a secure client portal in your business if you want to improve the way that..
We love Dropbox and Dropbox for Business. It is an amazing team collaboration tool including excellent feature
Simple and Fast Client File Sharing.
