Client portals offer a fast, secure means of exchanging and managing sensitive documents with clients, and with proper implementation, can seamlessly guide their clients through the change.
With a strong portal rollout strategy, both you and your clients can reap the benefits of instantaneous, 24/7 file exchange in no time!
Download the 7 Secrets to Portal Success whitepaper for an overview of portal rollout best practices and strategies.
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CCH Axcess™ Portal
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