What makes a great Client Portal?
Last week I had the pleasure of attending Accountants Technology Showcase Australia (ATSA) in Sydney. Across the two days, it was apparent that there is a huge focus for the ability to collaborate greater with clients and improve communication by introducing client portals. With 38% of firms still without portals, according to the Good, Bad, Ugly report 2017*, choosing a platform that ticks every box is more important than ever. So, what makes a great client portal? Sharing f