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Client portals

As a tax professional, you manage a lot of client data. Software is available to help make the process as efficient as possible. Read more

Tax Practice News

Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient. Canopy gives you three reasons client portals are worth implementing. Read more

Tax Practice News

Online document management and secure client portal solutions provider SmartVault has partnered with e-signature provider RightSignature to offer a secure, easy-to-use solution for signing documents online. Read more

Vendor Corner

For legal and other professionals looking for a time and billing software TimeSolv is worth a look. Read more

Vendor Corner

The right client portal can save your firm time and money and help you better communicate with your clients. Read more

Tax & Practice Management

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