CPA Practice Advisor

OCT 2018

Today's Technology for Tomorrow's Firm.

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OCTOBER 2018 ■ 17 CLIENT PORTALS: REVIEW CCH Axcess Portal CCH Axcess Portal can be a useful addition to accounting firms of any size. The portal can be utilized as a stand-alone application or used in conjunction with other CCH Axcess and ProSystem fx applications for increased functionality and integration. CCH Axcess Portal can be invaluable for firms that want a secure method to exchange files with clients. CCH Axcess Portal also provides excellent document storage capability, allowing both firm users and clients to easily access both current and historical documents at any time. CCH Axcess Portal provides custom pricing for each accounting firm, with costs generally starting at around $700 per year. Read the full review for this product online at: 12428955 5 2018 OVERALL RATING Citrix ShareFile Citrix ShareFile is a comprehensive application designed for businesses including accounting firms of any size. Along with secure file sharing, ShareFile also offers cloud storage capability, secure email capability, and the ability to handle files of any size. Citirx ShareFile offers four plans. The Personal plan costs $16 per month and offers one employee account. The Team plan is $60 per month, with five employee accounts included, along with the option to purchase more. The Business plan is $100 per month and includes five employee accounts, and unlimited storage, with users able to add additional accounts if necessary. There is also a Virtual Data Room which provides advanced level security and controls, and is a good option for businesses sharing sensitive data. Users can choose to sign up for a free trial of any of the plans if desired. Read the full review for this product online at: 12428957 4.75 2018 OVERALL RATING Cloud Cabinet Client Portals Cloud Cabinet from AccountantsWorld offers complete document management capability as well as unlimited client portals. Well suited for small to mid-sized accounting firms that are using other AccountantsWorld applications, Cloud Cabinet can also be used as a stand-alone document management and client portal solution . The Payroll Relief portals serve as a method to provide payroll clients and their employees with access to payroll related data such as pay stubs and W2s. Cloud Cabinet is currently priced at $595 per year for any number of firm users. Base storage with Cloud Cabinet is 5GB, with users able to purchase additional storage if desired. Payroll Relief costs $1,495 for the first year, with price-per-check or price per payroll options available as well. Both Cloud Cabinet and Payroll Relief are included in AccountantsWorld Accounting Power, which costs $2,195 annually or $220 per month. Read the full review for this product online at: 12428958 4.75 2018 OVERALL RATING NetClient CS Portals NetClient CS Portals, part of the NetClient CS Suite from Thomson Reuters, is a good fit for accounting firms of any size that currently use other NetClient CS Suite applications. Designed to be used with other NetClient CS applications, NetClient CS Portals offers accounting firms a secure way to share documents with their clients. NetClient CS Portals includes up to 1,000 portals, making it easy to create a portal for all clients, if desired. The portal is customizable, so firms can brand the portal using a personalized logo and color schemes if desired. Users can also provide custom access levels, so clients that are provided payroll or other services can access payroll and related data using the portal. The portal is accessible via a firm’s website, with clients able to access the portal using the login and password information provided to them by the firm. Once they log into the portal, clients can change their password for added security. Pricing available directly from Thomson Reuters, with all add-on modules priced separately. Read the full review for this product online at: 12428959 4.75 2018 OVERALL RATING SmartVault SmartVault offers online document storage, branded client portals, and secure file sharing capability. SmartVault is best suited for small to mid-sized businesses and accounting firms that use QuickBooks or QuickBooks Online, Xero, or Intuit Lacerte applications. SmartVault offers a free 30-day trial prior to purchasing, with users able to sign up for the free trial from the SmartVault website. SmartVault’s versions for firms include the Tax Prep Only version at $30 per user per month, or Accounting Pro for full service firms, for $40 per user per month, which also includes 500 GB of storage and unlimited guests. For larger firms, an Enterprise Plan is available, with pricing available upon request. Read the full review for this product online at: 12428956 5 2018 OVERALL RATING

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