CPA Practice Advisor - 25

CLIENT PORTALS: REVIEW
CCH Axcess Portal

https://taxna.wolterskluwer.com

CCH Axcess Portal is a cloud-based file sharing system
best-suited to firms using CCH Axcess Document as
the tight integration means these solutions function
like one streamlined application. The system also integrates with other components of the Wolters Kluwer
professional accounting suite. One strong feature

Citrix ShareFile

www.sharefile.com

Citrix ShareFile provides document management and
client portal functions for professional firms and can
be scaled to meet the needs of most sized entities. The
system also offers integrated email, and file syncing
functions that enable working while not connected to
the internet, and then syncing folder contents when
back online.

Cloud Cabinet

of this solution is its ability to let clients pay their
invoices online, which can be achieved via integration
with CCH Axcess Practice.
CCH Axcess Portal is an essential solution for firms
using other CCH Axcess programs, to enable digital
sharing of files with clients. Pricing varies based on

The system is available in three versions: pricing
for the Standard Plan is $50/month for up to five users;
the Advanced Plan is $77/month for five users and
includes key product integration and encrypted emails;
the Premium Plan is $122/month for five users and has
custom workflow capability and the ability to request
and send electronic signatures. The more advanced,

www.accountantsworld.com/CloudCabinet.html

Cloud Cabinet Client Portal is ideal for small firms
already invested in the AccountantsWorld ecosystem.
Due to its tight integration into their other solutions,
AccountantsWorld client portals are designed to
integrate with other AccountantsWorld applications
including Accounting Power, Website Relief, Practice
Relief, After-the-Fact Payroll, and Payroll Relief.

ImagineShare
ImagineShare is the accounting firm portal system
from ImagineTime, and a part of its suite of practice
management solutions. The system is best-suited to
small and mid-sized accounting firms, and can be
used as a stand-alone portal or as part of the suite,
which includes options for project management, due
date tracking, time and billing, payment processing,

NetClient CS
NetClient CS is the accounting firm client portal
system from Thomson Reuters, and part of the
vendor's broad firm management suite that includes
applications for tax, accounting, payroll, workflow,
document management and other core practice areas.
NetClient can be used as a stand-alone system, but

SmartVault
SmartVault is a file-sharing and document management system designed for accounting firms and their
clients. The system is geared toward firms of 5-to-50
staff, supporting the transfer of all file types, with a
focus on accounting, tax and payroll documents. The
system integrates with QuickBooks, Xero and Lacerte.
SmartVault is available in four versions: Starter,

Customers can easily transfer files from these applications directly into Cloud Cabinet. You may find that
third-party integration is limited, but the product does
play nicely with QuickBooks, Sage 50, and some other
well-known bookkeeping brands.
Contact AccountantsWorld directly for pricing
information or purchase Cloud Cabinet from the

www.imaginetime.com
e-signature, CRM, reporting and analytics.
The client portals can be used on all major browsers and operating systems, allowing use on computers
or mobile devices. As with all portals, ImagineShare's
purpose is to enable secure sharing of documents both
ways between an accounting firm and its clients.
ImagineShare costs $25/user, per month. The

cs.thomsonreuters.com
is really designed and optimized to be used as an
integrated part of the suite.
NetClient CS Portals from Thomson Reuters provides a comprehensive solution especially well-suited
to firms using the tax, payroll or other components
of the CS Professional Suite. Pricing is dependent on

www.smartvault.com
for small teams or micro businesses, which is $16 per
user per month; Professional, for external collaboration and advanced audit needs, which is $20 per user
per month; and Enterprise, which includes advanced
customization, integration, and workflow, and which
is priced on a custom basis. An Accounting Pro plan
is also offered, designed for tax, accounting, and full

2020 OVERALL RATING
Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21157282

users and other applications, so pricing is available
through Wolters Kluwer.

2020 OVERALL RATING

4.5