Exchange Files with Your Clients Easily and Securely
With features like drag-and-drop file upload and one-click access to files directly from your dashboard, working with your clients has never been this easy. Rest easy knowing that your data is protected by eleven full layers of security and SSL encryption during upload, download, and storage.
Accountant-Specific User Management
We combine our 16 years of industry expertise with research to bring you features that put you in control of how staff, contractors, and clients interact - features you won’t get anywhere else, like multi-firm membership, administrator, staff, and client roles, user assignment, ethical walls, and more.
Deep Integration with your Website
Unlike most document exchange solutions, the Secure Firm Portal allows you and your clients to sign in directly through your firm’s website. Login forms are stylish and built directly into your CPA Site Solutions website design. Clients can also securely send a file directly to your private folder right from your website using SecureSend.
Packed with Features
Take a look at these additional features the Secure Firm Portal has to offer...
- Customizable email notifications
- Lightning-fast search
- Detailed audit trails of activity
- Unlimited user accounts
- Sarbanes Oxley and Gramm-Leach-Bliley compliance