Secure Client Portals, Appointments and E-Sign 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, might 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.
With our Secure Sockets Layer (SSL) protection and the latest in encrypted digital services, you can confidently provide your clients with easy, 24/7 access to securely message you and provide key confidential documentation.
And using our built-in, secure electronic signature (E-Sign) technology, you and your clients can sign documents from the convenience of your computers, tablets and even right from your smartphones. No more faxing. No more sharing confidential info by email.
CountingWorks Pro also provides a convenient way for your clients to book appointments with you. We simply connect the system to your Google or Office 365 calendar. Then clients or prospects can book a time right from your website. No more back and forth trying to find meeting times.
You can also set up reminders to notify your clients of appointments and important due dates.
These secure client tools will help to make managing your practice easier and less time-consuming.
Your clients will also love the convenience and efficiency of using your website!