As an increasing number of tax and accounting professionals begin to develop a web presence, they may be overlooking the inclusion of a simple and valuable web-based tool—secure file exchange.  Sometimes referred to as an “online file cabinet,” a file exchange portal is of particular interest in our current time of economic difficulty as it’s an inexpensive technology investment that improves productivity, client service, and saves YOU time and money.

In its simplest terms, a file exchange portal is a quick and efficient method of securely transferring bookkeeping documents, tax returns, and other financial documents from one computer to another. Read more...