With DT Client Portal, your client is assigned a private, password protected portal. The client portal is a secure extension of your website and your firm and gives your client 24/7 access to your services.
DT Client Portal lets you make your clients’ financial documents - completed tax returns, financial statements, reports, copies of source documents, tax slips, and more - available to them in personalized, private portals on your website. Because documents are read-only, your clients can access and use the information at any time without compromising the integrity of the document, and you maintain complete control over what your clients see at all times.
Built-in integration between DT Max and DT FileCabinet, our fully-featured paperless document management system, allows DT Max users to populate DT Client Portal automatically. DT FileCabinet enables firms to establish a paperless office where all client slips, documents, reports, and returns are digitally stored and managed. The contents of each client drawer in DT FileCabinet are available to be posted to DT Client Portal. When documents are complete, you send them directly to DT FileCabinet for permanent storage, then upload the files you want your clients to view to their DT Client Portal portals -- seamlessly and securely.
DT Client Portal provides dynamic file sharing through our File Exchange feature - a flexible holding area for exchanging information, data, and other working documents with your clients at any time, from anywhere.
DT Client Portal uses the same technology offered by Thomson Reuters, a trusted industry leader, to US and Canadian tax professionals for over a decade.
Given the ever-changing security risks that must be considered when transacting business online, we understand your concerns about data security and safety. Because you’ve chosen Thomson Reuters to serve your accounting needs, you can be assured that your software and data are stored in a secure network of Canadian data centres that are among the most advanced and secure in the world. Every precaution is taken to guarantee the safety of your data. Equipment and facilities are protected against fire, natural disasters, power failures, and other unexpected scenarios.
To achieve optimum performance in the web environment, we recommend a persistent Internet connection with a Service Level Agreement (SLA) and minimum bandwidth of 256 Kbps (e.g., dual channel ISDN, cable modem, ADSL or DSL, T1, or T3). If you have questions about the compatibility of your system, contact your Internet Service Provider (ISP), call us at 800-663-7829, option 3, or email firstname.lastname@example.org..
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