PORTAL SPECIFICATION
Eliminate Tax Season Document Chasing Without Confusing Your Elderly Clients.
Evaluation framework for client portals that balance bank-grade SOC-2 security with frictionless mobile uploading and automated signature chasing.
THE COST OF INACTION
The Core Risk: Clients send documents over unencrypted email, forget portal passwords, and create endless administrative friction in February through April.
COMPLETE COMMITTEE TOOLKIT
- 01Client Portal Vendor RFP Specification (.docx)
- 02Mobile UX & Document Upload Scoring Rubric (.xlsx)
- 03KBA & Electronic Signature Compliance Matrix (.pdf)
- 04Client Onboarding Friction Reduction Roadmap (.pdf)
Want to read the full technical specification first? Read the open-web guide →
PORTAL SPECIFICATION
Get Instant Download Access
Enter your practice details below to access the editable files immediately.
PACKAGE INCLUDES
- Client Portal Vendor RFP Specification (.docx)
- Mobile UX & Document Upload Scoring Rubric (.xlsx)
- KBA & Electronic Signature Compliance Matrix (.pdf)
- Client Onboarding Friction Reduction Roadmap (.pdf)