smsacct

email/Send a client a link to the Portal> Client clicks on link> Client sets up UN and PW> Client then has access to all docs I upload to his File/Portal …. Nothing more than that needed - Your "Link" product is overly cumbersome to clients (Its trying to do too much).

A simple log in, get my tax docs  DONE  Simple...

Status: New
0 Votes
Vote now if this is a good idea