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Why is this better than e-mail?

There are two main reasons: security and file size limits. Most e-mail clients have a size file limit of 10-20mb, this is not the case with the Client Portal. Some examples of large file sizes include Quickbooks files, PDF’s of tax returns, and supporting documents. Another limitation of e-mail is that you must encrypt and password protect your file before you sending it; with a Client Portal, you just have to select the file and let the portal take care of the encryption.

This entry was posted on Thursday, October 25th, 2018 at 4:44 pm. Both comments and pings are currently closed.