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Emails vs Client Portal Software

Emails vs Client Portal Software

Submitted by • October 6, 2020 mycpadashboard2020.wixsite.com

In this article, we will discuss the differences between providing clients documents by sending them as email attachments versus providing the documents through a secure client portal. Some readers may be surprised at how relaxed and affordable a client portal is a today.
In this article, we will discuss the differences between providing clients documents by sending them as email attachments versus providing the documents through a secure client portal. Some readers may be surprised at how relaxed and affordable a client portal is a today.

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Voted by tinamathew2020

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