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If you're an accountant or accounting firm looking for ways to increase communication and collaboration between your team and your clients, this ebook explores with an information to find the solution in a client portal.
Table of contents
Why Do You Need A Client Portal?
What Is 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