More than just Client Portal Software, SuiteDash gives you built-in CRM, Secure File Sharing, Privacy Compliant Messaging, Invoicing, and even Email Marketing.
One cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations.
Needless to say, your Client’s data is quite sensitive, and therefore the accounting professional is bound to an implied responsibility to keep that data and your Client’s financial data private & secure. Inside the organization, access to the data must be properly monitored, and employees must be educated so that they know the serious consequences that can come from exposing this data to the public.
SuiteDash gives you a drop-dead easy way to create a secure file download area for your Client that can be organized using any folder structure you need. They can login and retrieve documents any time without emailing you or your staff to request tax returns from the past three years. Think about how much admin time will be saved!
Additionally, all reasonable precautions must be taken to be sure that the sensitive data never finds its’ way outside the possession of either the accounting or bookkeeping professional and the client or company.
The insecurity of sending reports attached to a simple email is well known, and no responsible accounting or bookkeeping firm should ever consider that as a general practice. While you are not specifically doing something illegal, one could argue that it is borderline unethical, and almost certainly unprofessional.
Additionally, because of the many recent high profile hacks that were the result of clicking links in emails, the general public is being conditioned to never open attachments that come via email, and never click links in an email.
If this is the case, how is a CPA, Accountant or Bookkeeper supposed to transfer documents or communicate efficiently with their clients?
Client Portal software fills the gap of insecurity, and makes it possible for you both receive data and share reports from your clients in a secure, private & professional manner. The best examples use the same encryption methods used for online banking, ensuring that your data is secure both during upload and when being stored.
In addition, the Client Portal software protects and privatizes the files themselves, with granular permission controls that allow you to give access only to specific clients and staff members as needed. This means that only certain people will be able to see the data, and only when they are properly logged-in to the secure environment.
You are supported by a huge amount of documentation & contextual help videos. And, if that’s not enough, the Support Team is ready to help!