Do You Have a Portal?

Being able to securely send and receive documents with sensitive client information is vital. Sending such documents as email attachments without passwords exposes client information to identity thieves.

Even if practitioners put passwords on email attachments, clients often send sensitive documents without such passwords. Therefore, practitioners can provide a secure portal to allow clients to upload and send scans or pictures of sensitive tax information and documents. The secure portal uses encryption to protect files that are uploaded to and downloaded from it.

Such portals also allow practitioners to easily and securely send information, pdfs of tax returns and related items to clients.

Secure portals are often available as part of the purchase of annual tax software. For example, Intuit offers a secure portal as part of the purchase of the ProSeries and Lacerte packages.

If a practitioner does not have a secure portal available as part of the purchase of tax software, there are stand-alone secure portal providers, such as CCH Axcess Portal and Drake’s Secure File Pro.

Are you registered for one of our upcoming seminars in December and January? If you are not already registered, register here so you’ll be fully prepared!