Explore the various options and best practices for sharing tax documents to protect sensitive personal and financial data.

Explore why secure file sharing is critical for accounting professionals and how to safely transfer confidential tax documents and other sensitive client data.

Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and...

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to...

A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available. 

Accounting and bookkeeping firms must have a secure and easy way to share documents. Tax document storage is important as well. Here are three ways to share secure documents.