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Client portals

  • 1.  Client portals

    Posted 10-15-2019 14:48
    Can anyone recommend what they are using for client portals or method of sharing files securely? Does anyone use SmartVault?
    Thank you,

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    Lori Di Marco
    LORI DI MARCO, CPA, PLLC
    Sayville NY
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  • 2.  RE: Client portals

    Posted 10-16-2019 10:43
    I have been a ShareFile user for many years.. Although it has some portal like capabilities (which I need to explore more) I use it more as a way of sending and receiving files securely. It has the ability to purge all data automatically after a user specified number of days. I like that. If a client requests a copy of their tax return I can send them a ShareFile e-mail easily enough..I don't feel the need to store their tax return copy or their sensitive docs indefinitely on line. Responding to their request is also another chance to "communicate" with client anyway.

    Some folks love SmartVault. I tried it and found it a little "clunky" though..Unfortunately the Smart Vault people talked me into a whole year of discounted billing and now won't refund my money because I was past 90 days so beware. Buy it monthly before you commit.



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    Perry Paletta CPA
    info@paletta.net
    http://www.paletta.net
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  • 3.  RE: Client portals

    Platinum Most Valuable Member
    Posted 10-17-2019 06:07
    Lori, I have been using Canopy for the last 2+ years.  It functions as a CRM, Document management solution as well as a portal.  The program is web based and they even have an app that makes access even easier through your phone or tablet.

    Steve

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    Stephen Mankowski
    MANKOWSKI ASSOCIATES, CPA, LLC
    smankowski@mankowskicpa.com
    215-682-7366
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  • 4.  RE: Client portals

    Silver Most Valuable Member
    Posted 10-17-2019 09:35
    We’ve moved onto SmartVault. We were fine with eFile cabinet but it wasn’t integrated with Lacerte and I wanted that. Took FOREVER to transfer info and get laundry list of issues out of the way.

    Sent from my iPhone


    Sent from my iPhone




  • 5.  RE: Client portals

    Silver Most Valuable Member
    Posted 10-17-2019 09:36
    Sent from my iPhone




  • 6.  RE: Client portals

    Posted 10-17-2019 11:58
    I have been using Smart Vault for the past three years.  It works well for my practice.  Clients can upload or download information to the portal.  When a client uploads a file, I receive notification.  There are a few issues that do come up, but tech support clears them up for you quickly and efficiently.

    I would be glad to discuss my experience with you, if you have any questions.

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    Richard Simon
    Richard Simon CPA, LLC
    Syosset NY
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  • 7.  RE: Client portals

    Bronze Most Valuable Member
    Posted 10-18-2019 05:12
    We use Box.com. You pay per user. We have 5 users and pay less than $2K annually for unlimited storage

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    Irene Wachsler, CPA
    Wachsler CPA LLC

    Contact:
    Irene Wachsler, Trusted Biz Advisor for small business & gig economy
    Mass & NY Film Tax Credits
    Wachsler CPA , LLC
    Cell: 781.883.3174
    Email: irene@iw-cpa.com
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  • 8.  RE: Client portals

    Posted 29 days ago
    We have used CPA Site Solutions for many years as our portal.  It also has the ability to exchange files to any of our staff by a client and the files can be of any size including massive QBooks files.  We tie it in with out website by them as well.

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    Steven Miller CPA
    STEVEN E. MILLER, CPA, PC
    Dallas TX
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  • 9.  RE: Client portals

    Platinum Most Valuable Member
    Posted 25 days ago
    We use Office Tools. I used Smart Vault in the past and thought it was quite good.

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    Sandra Johnson CPA
    JOHNSON CPA
    Bellmore NY
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