Sunday, November 15, 2020, 20:54

November 15, 2020

Even before the pandemic, accounting firms were making a mad dash to move their tools and processes to the digital clouds. This year's challenges made the use of "client portals" even more mainstream.  More secure than emailing, a client portal provides a safe way for you and your accountant to send and receive personal documents. Once you are "invited" into a portal website by your accountant, you can set up log in credentials to start delivering your scanned documents without physically traveling to her office.  Don't have a printer or scanner?  There are numerous cell phone apps that convert a picture taken with your device to a digital scan.  Finished reports and tax returns can then be placed in the portal for you to retrieve, save to your personal files and many times even sign digitally. 


No comments yet.
(*) Required fields
Copyright ©2020 Carrie A. Benson CPA, All Rights Reserved.