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.