Accounting Firm Welcomes Clients to ‘The Portal’

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A New Jersey accounting firm—Lawson, Rescinio Schibell & Associates (LRSCPA)—recently enlisted in the movement, offering the elements of immediate access, security and privacy to those who trust them with the facts and figures of their personal and professional lives.

We will be able to deliver the highest level of customer service through fast, streamlined communication, while staying compliant with data privacy and breach notification legislation.

There is a movement among tax preparers and financial planners to bring their clients into “the portal,” and it is gaining momentum. A New Jersey accounting firm—Lawson, Rescinio Schibell & Associates (LRSCPA)—recently enlisted in that movement, offering the elements of immediate access, security and privacy to those who trust them with the facts and figures of their personal and professional lives.

Anyone who does online banking is familiar with the portal, even if they don’t realize it, when they check their balances, transfer funds and designate electronic payments. Now Certified Public Accountants may offer similar access to personal and financial information while maintaining the vital security and privacy so critical in protecting it from unwanted third parties.

LRSCPA is partnering with Wolters Kluwer, an innovator in tax, accounting and auditing software solutions. It is a system known as the CCH Axcess™ Portal.

This is likely to change the face of tax preparation, for starters, as well as alleviating the deadline stress associated with it. File sharing programs were a step above email and paper, but the portal is destined to usher in a whole new era for professionals in this field and their clients.

Topping the priorities for clients contemplating entering the portal is security. The portal keeps financial information confidential between you and your financial advisor or tax preparer. Users may grant access to whomever they choose, including associates, business partners and spouses they feel should have access.

The entrance to the well-guarded portal starts at the accounting firm’s website. Then comes a secure username and password, and clients enter the portal shielded by an encrypted connection. Clients are now in a secure environment where they can immediately exchange sensitive data and other information that could be fodder for identity thieves.

This is high-level stuff right now, sending a message to clients that they are dealing with a true professional keyed into the latest technology. It may be an elite offering from your CPAs in 2015, but it will assuredly become the standard way of doing business for accounting professionals in the not-so-distant future.

The technology that makes this both possible and effective is known as Secure Socket Layer (SSL), establishing an encrypted connection between the client and the web server. It means quickly transferring huge data files for review, as well as electronic tax returns, documents and financial documents with the advantage of 24/7 access.

The CCH Axcess™ Portal is truly a collaborative system, and only parties securely designated as users by the client may join them in the portal.

As the provider of the CCH Axcess™ Portal promises: “You will be able to deliver the highest level of customer service through fast, streamlined communication, while staying compliant with data privacy and breach notification legislation.”

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Mike Rescinio
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