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Client Portals for the Tax Practitioner

Monday, 11 January 2010
Running a Firm

Portal KeyWith security and privacy concerns prevalent in today’s marketplace, many CPA Firms are looking at client portals as a solution to make financially sensitive information available to their clients. Google the internet today with “CPA Client Portal” and literally thousands of hits will appear. The portal is quickly becoming the avenue of choice for CPA Firms transferring financially sensitive information to their clients.

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
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