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Just a Simple Client Portal will Do
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Just a Simple Client Portal will Do
Just a Simple Client Portal will Do
Submitted by smsacct on 11-12-2022 10:39 AMemail/Send a client a link to the Portal> Client clicks on link> Client sets up UN and PW> Client then has access to all docs I upload to his File/Portal …. Nothing more than that needed - Your "Link" product is overly cumbersome to clients (Its trying to do too much).
A simple log in, get my tax docs DONE Simple...
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