Client portals for the modern accountant

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This guide explores how client portals are transforming the accounting and bookeeping industry. 

It covers:

  • What is a client portal?
  • Why do you need a client portal?
  • Standalone vs. cloud software for accountants
  • How the cloud (and client portals) are transforming collaboration for accountants
  • Choosing client portal software for accountants
  • How to create your client portal

Download now and learn how you could benefit. 

Download this Guide