Exciting Update- Client Portal r1720 Released!

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Release Announcement: ClientPortal r1720 We are pleased to announce the release of ClientPortal r1720, which brings several new features and improvements to enhance your experience. Version: [...] Read more

Important Security Update- New Email Rules Implemented

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Important Updates Dear Cliente We hope this message finds you well. Why are you getting this? As one of our accounting, tax preparation, or medical clients, it’s important to ensure your compliance [...] Read more

Schedule Your Annual Computer Maintenance for the Tax Season

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Schedule Your Annual Computer Maintenance for the Tax Season As we approach the end of tax season, it’s crucial to ensure that your computer systems are running smoothly and securely. We’re here [...] Read more

Collection #1 Data Breach - Check If Your Email Is Affected

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Collection #1 Data Breach - Check If Your Email Is Affected Collection #1 is the largest data breach with about 773 million records. Your email and password could be compromised. What Can I Do to [...] Read more

# Protect Your Clients; Protect Yourself

- Posted in Tax Preparers by
Protect Your Clients; Protect Yourself Completing this checklist will help you understand the current status and security failures in your business and the actions you should take to comply with the [...] Read more