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What is a Client Portal?

A client portal is an access point through a secured server. This access point allows clients to send and receive data directly to and from KBST&M without using email, overnight delivery, or regular mail. Client Portal allows clients to securely view Tax Returns, Financial Statements and Other Deliverables. Client Portal also allows clients to upload files to KBST&M such as QuickBooks, Accounting Data files and Scanned Tax Documents.

This entry was posted on Thursday, October 25th, 2018 at 4:42 pm. Both comments and pings are currently closed.