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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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Sharrie
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Sharrie
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12/21/11 9:34am PST
Viewed by asker 01/06/12 9:52am PST

portals for document sharing with clients

Lacerte

portals for sharing sensitive information with clients.

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George4Tax
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12/21/11 9:42am PST

Try just using Portal - 97 results then click most recent

Hmm??? Could I have been clearer when I asked that question? Did I mark the question solved after it was answered?
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12/22/11 9:17am PST

Thanks!!

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12/22/11 6:10am PST

www.fileanywhere.com

www.yousendit.com

http://www.accountantsworld.com/desktopdefault.aspx?page=cc

Just to name a few found with Google . . . . . .

Scott

Scott Bonacker CPA
Springfield, MO

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Sharrie
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12/22/11 9:19am PST

Thanks so much for the info. Off to research....

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12/22/11 6:14am PST

We use a product called ICFiles from service2client.com.  10Gb of storage, unlimited accounts, and pretty inexpensive (relatively speaking).

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I will check it out. thanks to everyone for the suggestions. Very helpful!

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