Client Portals: What You Need to Know

Everyone’s talking about them — you’ve read about them in magazines, heard about them around lunch discussions and at conferences. Everyone seems to be kicking the tires, but few firms have made the investment. Most client portal projects stall soon after they get started because the possibilities are unknown, the benefits aren’t clear, and perceived risk is high. The value of client portals is intriguing: enable your clients to have personalized, self-serve, 24/7 access to current and historical information – they’ll be able to review tax returns and financial statements, see current account information, and even submit information to you i...