Streamlining Tax & Bookkeeping Client Collaboration Experience Lab

Offered By:

Transformation Area:

Firm Transformation
Tax Transformation

CPE Credits

6 Hour(s) - CPE Credit(s)


6 Hour(s)




For accountants to be perceived as business advisors, they need to be readily reachable by clients, exchanging files, and information needs to be easy (yet secure). At the same time, accountants need to separate from work while making it seem like they’re always there when a client needs them. The answer to this dichotomy is a client portal solution that integrates workflow, communication, and file exchange. Attend this workshop to see how the next generation of client portal tools enables tax practitioners and bookkeepers to streamline collaboration with clients. Trial versions of three vendors’ platforms will be made available so that you can get a feel for what it is like to be both the client and the accountant using the platform and determine if any of them are a good fit for your firm and your clients.


  • Identify how to use client portal solutions that integrate workflow
  • Determine how the next generation of client portal tools enables you to streamline collaboration with clients
  • Identify how to use three of these client portal platforms


June 4, 2021


12:00 pm - 6:00 pm