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WHY CLIENT PORTALS FAIL: UNDERSTANDING FILE TRANSFER SOLUTIONS AND ALTERNATIVES

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 4, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Traditional Client Portals and File Sharing systems are outdated technology. They were originally designed for sending large files. With new Breach of Privacy Laws, many firms are also using them to send small files (i.e. copies of tax returns) to clients. Unfortunately, clients are not adopting Client Portal technology and firms need to look at alternative file transfer options and solutions.

After an extensive research project, studying hundreds of accounting firms that have adopted a client portal or file sharing system, some shocking truths have been revealed about Client Portal adoption rates. Learn why less than 35% of your clients will use your Client Portal. And what you can do to easily and effectively transfer files for the remaining 65% that won’t.

Learning Objectives

  • Understand why only 35% or less of your clients will use a Client Portal or file share system

  • Understand the importance that file size, frequency of transfer and login have on the Client Portal experience

  • Learn why your firm needs a secure email solution as an easy and effective method of secure file transfer

  • Learn how to automate the labor intensive process of converting files to PDF format and manually encrypting PDF files as email attachments

  • Why E-Signatures should be a part of your file transfer solution

  • From this session, you will learn how your firm can save money, improve process, be in compliance and solve the workflow process of document exchange. You will learn why Client Portals don’t work and what other firms have learned using a portal or file share system

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
[email protected]
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

About Our Presenter

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions