Client portals for accountants: File exchange

In this webinar, Austin Gegg, from Business Development at Moxo, will guide you through the challenges of traditional file exchange methods, the importance of protecting client data, and how client portals provide a secure, compliant solution. Learn about key features like encryption, two-factor authentication, centralized document management, and more.

What you'll learn:

• The risks of traditional file exchange methods (email, physical documents)
• How secure client portals safeguard sensitive data
• Key security features, like end-to-end encryption and role-based access
• How client portals improve file tracking, collaboration, and compliance
• Ways to enhance client trust and satisfaction through secure file exchange

Discover how adopting client portals can improve your file exchange process, increase efficiency, and enhance client relationships.