Share, exchange and digitally approve client files online.
Client Portal is an easy to use software module that allows client access to Sage HandiSoft’s Document Manager.
Streamline your accounting practice’s workflow by letting clients upload and download documents, data files and reports at their own convenience. Client Portal allows your clients to access relevant files at any time, eliminating the need for time-consuming emails and the expense of postage. In addition to providing clients with the ability to 'self service', the in-built authenticated digital signing function will speed up the completion of your compliance jobs.