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Using Document Portals to Improve Efficiencies -- 03 May 2012

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Published on May 24, 2012

The Document Portal is the latest and most innovative method of securely communicating with your clients, arriving at a time when the use of emails to send and receive financial information is becoming increasingly prohibited. Portal technology is very efficient, allowing you to send and receive documents extremely quickly. Moreover, clients will be able to electronically sign off documents, revolutionising processes such as tax returns and year-end accounts that have traditionally required documents to be returned by post.

Join Ian Fletcher and Alison Jackson to learn more about this fantastic development, together with a demonstration of the technology in use. Please visit www.the2020group.com/site/accountants/resources/free_webinar_recordings to access the full recording.

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