Secure Client Portal with eSign

Protecting your client communications is vital to your success.

Utilizing a client portal built on Client Relationship Management (CRM) standards ensures you get much more than a simple drop box for client files.

Email communications are not secure. ClientWhys' SSL-protected portal is hosted at Rackspace and provides clients with easy 24/7 access to their files. Additional tools, such as online appointment scheduling, appointment due date reminders and eSign, make managing your practice easier and less time-consuming. The ROI versus traditional paper and postage solutions is astounding - much more than your tax software can offer.

People Are Researching Businesses

78% of U.S. adults believe it is very important to look up info about people and/or businesses online before deciding to interact or do business with them. (Harris Interactive)

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