Skip to main content

CPA Secure Client Portal

Securely exchange files with clients, Store clients' tax returns online for ease and secure access. $49.50 per month as stand alone. Or included free with Complete Web Suite. No per user fees. No setup fees. No contract.

May. 25, 2010

vault_demo
  • Easily manage firm and client users.
  • Ultra secure, SAS70 Certified datacenters
  • Data is always encrypted (during transfer, storage, and backup)
  • Quick one-click file sending
  • Audit Trails
  • Client can send the firm files without having the register.
  • Safe password policies
  • and many other features.