The key features of their client portal include audit trails, where users can view the timestamp of when files and messages are received and/or opened, and security.įun fact, Huddle was the first SaaS collaboration company to achieve FedRAMP ATO in the United States. Huddle’s file-sharing capabilities enhance its client’s professional image by providing a more collaborative and transparent way of working. Current users range from accounting, engineering, and marketing professionals. Huddle is a cloud-based collaboration software for Enterprises. Here are the best client portal software for you to choose from in 2022: 1.

As a business professional, it’s time-consuming to conduct a comparative analysis to decide which one works best for you. There are thousands of file-sharing solutions available on the market today. In the era of remote work, having a secure client portal is the most efficient tool for ensuring client relations are managed securely and easily online. Accountants, Lawyers, and Governments alike use them for their everyday needs. What is a secure client portal?Ĭlient portals are cloud-based software that enables accountants and clients to securely exchange confidential information, collaborate on files, and effectively communicate. This article lays down the best online client portals based on your business needs. Now, the challenge is deciding on the best platform for your business. This has led to “client portal software” becoming a hot topic of conversation in the world of accounting for its ability to assist with more seamless workflows, communication, and file transferring virtually. Unfortunately, due to ongoing COVID-19 restrictions, some challenges many firms continue to face today are reduced in-person contact with clients and remote work while maintaining security. As the year begins anew, accounting firms are analyzing their greatest successes in 2022 and areas for improvement in 2023.

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