17th May 2017
Client portals for the modern accountant
This guide explores how client portals are transforming the accounting and bookeeping industry.
- 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.