John Higgins

I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.

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You would have to be living under a rock to be unaware of the explosive growth of interest in client portals for accounting and tax practices. A number of forces are driving this interest — increased privacy protection regulations, improved vendor solutions and a better understanding of the value proposition. This article provides an in-depth look at portal technology so you can develop a portal strategy that is compatible with your practice model.

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