DT Client Portal, Client Portals for Accountants
DT Client Portal online portals offer you and your clients a convenient way to access documents and software, transfer data and convey information. As private, secure extensions of your own website, portals give clients 24/7 access to online accounting services and from any Internet connection.
DT Client Portal is right for your firm
DT Client Portal Helps Build profit
Streamline workflow, minimize expenses and reduce office space - Client Portals are a powerful tool for saving time, reducing printing, postage, storage and shredding costs.
DT Client Portal saves time
The ability to exchange documents with clients instantly and post finished documents online for 24/7 access offers incredible time savings.
DT Client Portal Ensures security
This is one of the easiest and most advanced ways to ensure security for your clients’ data, even when you need to supply large files quickly.
Give Your Clients 24/7 Access to Their Financial Documents.
Streamlined integration with DT FileCabinet
Save Time and Provide Even Better Customer Service.
Secure Canadian data centres - The ultimate in security for your data
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.
Achieve optimum performance in the web environment.
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 helps position your firm as a technology leader - Drive traffic to your website as your clients access their personal client portals through it, making it a vital source of information and an invaluable connection to your firm.
- DT Client Portal will help you grow your business - When you offer your clients access to their own client portals, it is easier to supply a wider variety of services and attract new clients - even if they’re not in your geographic region.
Your data stays secure and accessible, and you benefit from minimal up-front investment, no security worries, and automatic backups. And remember, DT Client Portal data is stored securely right here in Canada.