Will A Client Portal Meet The Needs Of Your Accounting Firm? [Checklist]

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Is your accounting firm ready for a client portal?

If you're looking into the idea of implementing a client portal for your accounting or bookkeeping needs, then this is the ideal resource for you.

Download and print this free checklist to find out:

  • The criteria for needing a client portal
  • Whether a client portal offers the features that you require for your accounting firm
  • If a client portal will be appropriate for yourself, your clients and your employees

Click on the download button to get your free copy of Clinked's checklist Will A Client Portal Meet The Needs Of Your Accounting Firm? - no form required.

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