jshtax Posted February 7, 2014 Report Posted February 7, 2014 Anyone using this? Is it worth using and what does it do? Quote
kcjenkins Posted February 8, 2014 Report Posted February 8, 2014 http://www.cpapracticeadvisor.com/news/10932169/cch-small-firm-services-partners-with-efilecabinet-to-offer-client-portals Quote
Gileam Posted February 8, 2014 Report Posted February 8, 2014 Portal Safe is rather nice. It allows you to give a secure method of transferring information to your customers. You would send something to portal safe through ATX and it will use the email address in the return. From there the customer will receive an email to activate their account. Once their account is activated. You can transfer information from you to the client and from the client to yourself in a secure enviroment. When you or your client add something to the portal safe. You will receive a notification to let you know. That is just the overview of it but check out the website. www.portalsafe.com Quote
SFA Posted February 8, 2014 Report Posted February 8, 2014 I activated the 30 day trial of Portal Safe. So far, it is promising. Quote
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