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Secure Client Portal for Accountants and Tax Professionals

Are your clients still trying to send you confidential information, including social security numbers, by email?

If so, you know your clients at risk for identity theft and other problems. You, as their accounting or tax professional, may also be liable.

With CountingWorks PRO, we provide your clients a secure place to share confidential files, sign documents and send secure email messages – right from your website.

Our Secure Sockets Layer (SSL) protection and the latest in encrypted digital services mean you can confidently provide your clients with easy, 24/7 access to securely message you and provide key confidential documentation.

These secure client tools will help to make managing your practice easier and less time-consuming, and your clients will love the convenience and efficiency of using your website!

Interested? Schedule a Free Demo Need help? Request More Info

Join the thousands of practices who use CountingWorks PRO.