Accountant Client Portal - White Paper

Today’s Accounting Firms are constantly exchanging information and files with their clients. This needs to be done in a timely and simple manner – and also must comply with the Privacy Act and the increasing client concerns about privacy and confidentiality. The answer is to use a private Client Portal for the transfer of documents and files between accountants their clients and other parties such as auditors and bookkeepers.

Overview

Lockbox Client Portal is a simple way to share files with your clients from your web site. It is an embedded portal that enables you to easily provide your clients with fast and private service.

The Lockbox Client Portal is a convenient and private electronic storage space in which files can be effortlessly uploaded, downloaded and/or stored. Each client logs in to a secure area, where they can only see and obtain their documents.

Installing the Lockbox Client Portal on your web site is as simple as adding one line of html code, there are no firewall changes, no complex IT solutions and no software to install. All files are encrypted and stored on Lockbox’s remote secure servers… it is smart, private and simple to use.

Lockbox delivers immediate cost savings to your firm and provides you with a great opportunity to generate additional income. Our research indicates that this can amount to over $50,000pa for the average accounting firm.

With direct access to the Lockbox Client Portal through your website, clients can simply and securely upload and download confidential information, at their convenience, 24/7 from anywhere in the world.

Your firm’s brand and the value of the services you provide will be continually reinforced each and every time they utilize the Lockbox Client Portal. Considering the time, effort and money already spent in marketing and branding your firm, the Lockbox Client Portal provides a great way to continually reach out to your customers and provides you with the opportunity to cross-sell and up-sell services.

In Australia, emailing a Tax File Number (TFN) is a breach of the Privacy Act. Similarly, a number of US states have already passed laws prohibiting firms from sending confidential information via unencrypted e-mail and more are expected to follow suit. Rather than implement complicated data encryption processes that can overwhelm and frustrate your staff and clients: your firm can utilize a safe, secure Lockbox Client Portal to comply with these laws.

Having a Lockbox Client Portal shows your clients that you are concerned and take seriously the security of their confidential information. A Lockbox Client Portal also improves the efficiency of your staff and provides you with a great opportunity to generate additional income.

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