Why Your Tax Client Portal Adoption Rates Suck?

If you have a client document portal, but none of your clients utilize it, does the tax client portal actually exist at all? Who cares. But, one thing is for sure, if they don’t use it, you’re draining time and money.

If you have a client document portal, but none of your clients utilize it, does the tax client portal actually exist at all? Who cares. But, one thing is for sure, if they don’t use it, you’re draining time and money.