Best email clients 2018
#BEST EMAIL CLIENTS 2018 SOFTWARE#
These portals come as part of a website or other software package. Website/package Integrated Client Portals Microsoft OneDrive, Amazon Drive, Apple iCloud), and Thomson Reuters NetClient CS, ClientWhys, BuildYourFirmĬitrix ShareFile, Encyro, SmartVault, OneHub, LeapFileįile Services (e.g., DropBox, Box, Google Drive, The secure client portals we compare are listed below, organized into 3 categories. We compare 11 portals and hope to evolve this article to include others over time. However, previous client portal reviews and comparisons such as this, this and this only compared 4 or 5 of the tax or accounting client portal software options available. Several articles such as in the Journal of Acountancy and other websites have emphasized the need for secure client portals, also known as customer portals, document portals, client file sharing portals, or file transfer portals. Some also backup data at remote locations to protect your data from hurricanes, floods or other natural disasters that can make one location unavailable.Īdditionally, we also report current pricing and branding options, to help you make your own comparison. Each uses different security safeguards to protect against hackers. How secure is it? While all portals claim to be secure, some only encrypt data during transfers (to protect against network snooping), while others also encrypt it when stored on their servers (to protect against data theft). To compare ease of use, we look at how easy it is to send files, receive files, and manage files. If it is not easy to use, clients will not use it and just send you email instead. Is it easy to use? Majority of accountants in our survey selected ease of use by clients as the top concern for their portal. The two most important features to compare secure client portals are: We compare 11 client portals and additionally discuss 7 portal alternatives (such as DropBox) for accountants and tax practitioners. (Updated to include Outlook addins for standalone portals.)Ĭan I use the client portal that came with my website? Or choose one of the old brands? The wrong secure client portal could cost you dearly in client retention, as well as security.