Client portals? Yes. Introduced in 2001. More than 300,000 portals deployed by 3,600+ firms. $175/month for 1,000 base portals, plus $500 one-time setup fee. Does your software integrate with other ...
Get a group of CPA tax preparers together, especially while their memories of tax season are fresh, and their talk soon will turn to their tax preparation software and how it might have made the ...